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Recent Smart Portfolio performance

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The first quarter of 2020 was a challenging time for investment managers and those managing their own money.

We're pleased to report that although our five Smart Portfolio lost value over the quarter, we outperformed our benchmarks by a wide margin.

We also took the opportunity to make some changes to the portfolios.

You can read more here, and if you have questions please let us know below.

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Hi @TrendFollower

That's a great point. We can certainly include detail on our latest holdings and performance in Community posts going forwards.

For now, the table below shows our current positioning for all five portfolios.

479064571_IGSmartPortfolio-Holdings20200422.thumb.PNG.3875531d15f6c81829aacd8e371dac8e.PNG

 

After you have added an account in My IG, we show what goes into each portfolio inside the platform.

A breakdown of our performance against our benchmarks can be found here too:

https://www.ig.com/uk/investments/smart-portfolios/performance

We show our performance across different time periods to allow you to compare us against other investment managers.

For example, our Aggressive portfolio has returned -4.4% over the last 12 months. Whereas Nutmeg's most risk-taking portfolio returned -12.7% over the same period.

Both these portfolios use the same benchmark: ARC GBP Equity Risk Private Client Index, which returned -10.0% over the last 12 months. This benchmark includes managed portfolios across the industry that take on 80%-120% of global equity risk.

As mentioned above, it has been a challenging time for investors and we hope to continue to outperform the competition and our benchmarks.

We'd like to help people manage the core of their investments by using a Smart Portfolio so if you have any more questions let me know.

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