Wealthify doesn't support your browser

We're showing you this message because we've detected that you're using an unsupported browser which could prevent you from accessing certain features. An update is not required, but it is strongly recommended to improve your browsing experience. Find out more about which browsers we support

Test

Test

Original

Ethical

Test

Test

Test

Investment Style 31/12/2019 - 31/12/2020 31/12/2020 - 31/12/2021 31/12/2021 - 31/12/2022 30/12/2022 - 30/12/2023 29/12/2023 - 29/12/2024 31/01/2024 - 31/01/2025
Cautious 2.70% 0.47% -11.19% 4.65% 1.10% 2.60%
Tentative 3.88% 3.72% -10.82% 6.21% 3.39% 5.49%
Confident 4.87% 6.66% -10.33% 7.76% 6.11% 8.72%
Ambitious 5.11% 9.66% -9.39% 9.46% 9.11% 12.15%
Adventurous 5.06% 12.75% -9.14% 11.35% 12.27% 15.84%

Test

Test

Original

Ethical

Test

Test

Test

Investment Style 31/12/2019 - 31/12/2020 31/12/2020 - 31/12/2021 31/12/2021 - 31/12/2022 30/12/2022 - 30/12/2023 29/12/2023 - 29/12/2024 31/01/2024 - 31/01/2025
Cautious 4.14% 0.73% -14.93% 4.80% 0.77% 2.59%
Tentative 6.45% 4.11% -15.65% 6.85% 2.82% 4.85%
Confident 9.04% 7.63% -16.51% 8.81% 5.02% 7.48%
Ambitious 11.16% 11.18% -17.42% 11.08% 7.31% 10.08%
Adventurous 13.43% 14.65% -18.72% 13.63% 9.92% 12.96%