All existing managed and passive funds are analysed using the ‘Financial Express Analytics’ independent research tool.
This research tool enables De Rose Wealth Management to provide the client with a complimentary analysis of Risk, Volatility, Past and Forecasted Future Performance.
Risk score: The Financial Express Risk score defines risk as a measure of volatility relative to the FTSE100 index, which has a score of 100. Funds or Portfolio’s that are more volatile than the FTSE100 will have a score above 100 and vice versa, giving an indication of relative risk.
Volatility: A comparison of volatility expressed as a percentage between different funds and portfolios.
Past Performance: A historical review of a fund or portfolios performance or growth against a benchmark and/or alternative investment funds.
Forecasted Future Performance: Financial Express Analytics is able to forecast the potential minimum and maximum returns from an individual fund or fund portfolio.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.