Cantab has a proven track record.

Cantab Asset Management has been consistent in achieving excellent results for clients. These are recognised through various Awards that Cantab has received.

Investment Performance

Returns for recent years are shown below for the “Moderate” Risk Level 5 and “Balanced” Risk Level 6 Cantab model portfolios:

  2011 2012 2013 2014 2015 2016 2017 2018 Total Volatility
Cantab Risk 5 -2.6% 14.9% 16.1% 8.2% 7.4% 13.3% 10.8% -3.3% 89.6% 7.7%
Cantab Risk 6 -3.8% 14.9% 15.8% 7.8% 7.0% 15.5% 12.5% -4.2% 91.6% 8.8%
MSCI WMA Balanced 0.2% 9.6% 14.2% 6.9% 2.0% 17.4% 9.9% -4.8% 76.6% 9.2%
ARC Steady Growth -4.2% 8.9% 12.5% 4.7% 2.3% 11.6% 9.9% -5.6% 53.9% 6.6%
iShares FTSE 100 ETF -2.6% 9.6% 18.2% 0.3% -1.5% 19.0% 12.0% -8.8% 66.3% 14.1%
Cash 0.5% 0.5% 0.5% 0.5% 0.5% 0.4% 0.3% 0.6% 3.3% 0.0%

Over this period, the Cantab Risk 5 and 6 model portfolios have outperformed the benchmark MSCI WMA (previously known as APCIMS) Balanced Index, ARC Steady Growth Index and the UK Large Cap Index. In addition, the volatility of the models has been significantly lower than the Index because of their asset mix including fixed interest and property funds.

The Cantab Investment Committee is chaired by the Chief Executive and meets quarterly to discuss the strategic asset allocation of portfolios with the Chief Investment Officer, the Investment Manager and the Client Directors. Each month, an Investment Review meeting is held to discuss tactical recommendations on fund and stock selection as well as any interim asset allocation issues. Investment research is carried out both internally by our own analysts and externally through consultants and research firms who provide material to our investment team.

The mission of the firm is to assist private clients, trusts and charities to create, preserve and protect capital to meet their needs and objectives. The investment philosophy of the firm is:

• To achieve diversification through a range of asset classes.

• To manage the investment risk by proportionate use of the asset classes.

• To meet objectives through the selection of appropriate fund managers.

• To review investments regularly for acquisition and for sale.

As with all equity-based and bond-based investments, the value and the income therefrom can fall as well as rise and you may not get back all the money that you invested. The value of overseas securities will be influenced by the exchange rate used to convert these to sterling. Investments in stocks and shares should therefore be viewed as a medium to long-term investment. Past performance is not a guide to the future.

FT Private Client Wealth Management Guide    

The Financial Times publishes a guide to wealth management firms providing private client services. We were delighted to be singled out in the 2017 and 2016 FT Private Client Wealth Management Guide for having the best performing balanced portfolio over five years. The 2018 FT Private Client Wealth Management Guide did not publish performance figures.

Asset Risk Consultants    

Cantab Asset Management is an Associate Member of Asset Risk Consultants (‘ARC’). ARC is an independent investment consultancy firm which provides impartial performance comparators for the financial services industry. ARC reports are available free of charge to financial advisers and other intermediaries. To download the Cantab Asset Management ARC PCI reports please visit the ARC website: https://www.suggestus.com/accounts/register.

Financial Planning

Chartered Financial Planning Firm Status     

At the heart of Chartered status for firms is the desire to help the financial advice discipline to improve standards of knowledge and behaviour and, in turn, levels of professionalism. A corporate Chartered title is a commitment to an overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and employees. Cantab Asset Management has held the Chartered status since 2013.

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New Model Adviser    

Cantab Asset Management regularly features in the CityWire New Model Adviser Top 100. The shortlist recognises enterprising firms providing financial planning and investment management services.

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Cantab Portfolio Performance

quote-lefthe who gathers money little by little makes it growquote-right