Investment Portfolios
The Six D-PIMS Portfolios can be accessed via Pensions, ISAS, Unit Trust and OEIC Portfolios . Click on the respective product type below to see the performance of each portfolio.
Pension
View our performance portfolios by clicking the links below:
- Low Risk Pension Portfolio
- Low to Medium Risk Pension Portfolio
- Medium Risk Pension Portfolio
- Medium to High Risk Pension Portfolio
- High Risk Pension Portfolio
- Very High Risk Pension Portfolio
Important Notes
The time period covered in the above graphs, is from Launch up to 30th June 2020
Past performance is no guarantee of future returns. The purpose of the graph shown is not to give an indication of future performance but simply to show the D-PIMS Portfolio against its benchmark.
The value of investments can fall as well as rise.
The figures shown include fund manager charges but exclude product and advice charges.
D-PIMS is an evolution of our Premier Investment Monitoring Service (PIMS), therefore the portfolio performance graphs are based on the PIMS Portfolios, up to the point where D-PIMS commenced in February 2011.
Pension Portfolios were available from 2007 and past portfolio performance up to this date is based on the allocation of our Investment Bond Portfolios.
ISA
View our performance portfolios by clicking the links below:
- Low Risk ISA Portfolio
- Low to Medium Risk ISA Portfolio
- Medium Risk ISA Portfolio
- Medium to High Risk ISA Portfolio
- High Risk ISA Portfolio
- Very High Risk ISA Portfolio
Important Notes
The time period covered in the above graphs, is from launch up to 30th June 2020
Past performance is no guarantee of future returns. The purpose of the graph shown is not to give an indication of future performance but simply to show the D-PIMS Portfolio against its benchmark.
The value of investments can fall as well as rise.
The figures shown include fund manager charges but exclude product and advice charges.
D-PIMS is an evolution of our Premier Investment Monitoring Service (PIMS), therefore the portfolio performance graphs are based on the PIMS Portfolios, up to the point where D-PIMS commenced in February 2011.
Unit Trust
View our performance portfolios by clicking the links below:
- Low Risk Unit Trust Portfolio
- Low to Medium Risk Unit Trust Portfolio
- Medium Risk Unit Trust Portfolio
- Medium to High Risk Unit Trust Portfolio
- High Risk Unit Trust Portfolio
- Very High Risk Unit Trust Portfolio
Important Notes
The time period covered in the above graphs, is from launch up to 30th June 2020
The performance figures given exclude any personal tax due on income generated or on encashment
Past performance is no guarantee of future returns. The purpose of the graph shown is not to give an indication of future performance but simply to show the D-PIMS Portfolio against its benchmark.
The value of investments can fall as well as rise.
The figures shown include fund manager charges but exclude product and advice charges.
D-PIMS is an evolution of our Premier Investment Monitoring Service (PIMS), therefore the portfolio performance graphs are based on the PIMS Portfolios, up to the point where D-PIMS commenced in February 2011.