Portfolio Results
Our portfolio results, represent the returns achieved within each of our firms “model portfolios”. Our model portfolios may not suit every client. Some may have bespoke investment portfolios or products.
Our model portfolios are all risk rated: Cautious, Balanced, Adventurous, Speculative.
Disclaimer and risk warning
These figures reflect the data provided to us by FE Analytics on our model portfolios. They represent the gross return on the portfolios, which consist of typically between 18-21 individual funds. The gross return achieved is over each selected period. The return on an investment is not guaranteed, it may rise or fall. You could get back less than the original investment.
You shouldn't use past performance as a suggestion of future performance. It shouldn't be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise and will be reduced in real terms by the effects of inflation. For further details please contact us.
If you would like us to run a free independent comparison of your investments against our portfolios please click the link below.
Lang Financial is a trading style of Lang Financial Scotland Ltd which is authorised and regulated by the Financial Conduct Authority.
Company No. SC208335.