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| 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 | 29/03/2024 - 29/03/2025 |
|---|---|---|---|---|---|---|
| Cautious | 2.70% | 0.47% | -11.19% | 4.65% | 1.10% | 2.52% |
| Tentative | 3.88% | 3.72% | -10.82% | 6.21% | 3.39% | 2.63% |
| Confident | 4.87% | 6.66% | -10.33% | 7.76% | 6.11% | 2.89% |
| Ambitious | 5.11% | 9.66% | -9.39% | 9.46% | 9.11% | 3.25% |
| Adventurous | 5.06% | 12.75% | -9.14% | 11.35% | 12.27% | 3.47% |
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| 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 | 29/03/2024 - 29/03/2025 |
|---|---|---|---|---|---|---|
| Cautious | 4.14% | 0.73% | -14.93% | 4.80% | 0.77% | 1.74% |
| Tentative | 6.45% | 4.11% | -15.65% | 6.85% | 2.82% | 0.48% |
| Confident | 9.04% | 7.63% | -16.51% | 8.81% | 5.02% | -0.62% |
| Ambitious | 11.16% | 11.18% | -17.42% | 11.08% | 7.31% | -1.73% |
| Adventurous | 13.43% | 14.65% | -18.72% | 13.63% | 9.92% | -2.83% |
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We’re backed by Aviva, one of the UK’s largest financial services institutions which has looked after British consumers for more than 325 years.
Wealthify operates independently but Aviva own a majority shareholding, which means you get the best innovation in smart simple investing together with the security of knowing that we’re here to stay and operate to the highest standards.
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