Chillingstone House,
26 Eastwood Road, Rayleigh, Essex, SS6 7JQ
t: 01268 749 880 - For your protection all calls are recorded


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Low Risk Pension Portfolio

Important Notes

The time period covered in the above graphs, is from Launch up to 31st January 2021 

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.