STEP Benchmarking report – VAR Capital performance
VAR Capital’s performance is benchmarked by STEP, the Society for Trust and Estate Practitioners. The benchmark has several institutional managers, such as HSBC, Rothschild and Royal Bank of Canada. Here is our STEP 2017 Q4 performance report, which details that over c. 5 years we have outperformed the benchmark by c. 10%, with c. 16% ...
VAR Capital’s performance is benchmarked by STEP, the Society for Trust and Estate Practitioners. The benchmark has several institutional managers, such as HSBC, Rothschild and Royal Bank of Canada.
Here is our STEP 2017 Q4 performance report, which details that over c. 5 years we have outperformed the benchmark by c. 10%, with c. 16% lower risk (as measured by the standard deviation / volatility of returns). Our medium risk portfolio has returned c.10.4% over the last c. 5 years.
Our strong past performance is driven by the following factors:
VaR Capital – Medium Risk – GBP – 2017Q4
Disclaimer
VaR Capital Ltd is a limited company incorporated in England and Wales with registration number 09159540. UK registered office 42, Brook Street, London W1K 5DB.VaR Capital Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Firm reference number 718558.The views expressed in this report are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument. The views reflect the views of VaR Capital Limited at the date of this document and, whilst the opinions stated are honestly held, they are not guarantees and should not be relied upon and may be subject to change without notice.The information contained in this document does not constitute investment advice and should not be used as the basis of any investment decision. References to specific securities are included for the purposes of illustration only and should not be construed as a recommendation to buy or sell these securities. VaR Capital has not considered the suitability of this investment against any specific investor’s needs and/or risk tolerance. If you are in any doubt, please speak to your financial adviser. The performance data displayed is not audited by an independent party and is designed only to provide summary information and the report does not explain the risks involved in investing in the markets. Performance is shown after deduction of costs but excluding management charges, and on the basis of income being reinvested. Past performance is not a guide to future performance. The value of the securities and the income from them can go down as well as up and you may not get back the full amount originally invested. The value of overseas investments will be influenced by the rate of exchange.
Contact
41 & 43, Maddox StreetMayfair, LondonW1S 2PD+44 207 0960 790
VAR Capital Ltd is a limited company incorporated in England and Wales with registration number 09159540. UK registered office 41 & 43, Maddox Street, Mayfair, London W1S 2PD. VAR Capital Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Firm reference number 718558. VAR Capital is a trademark of VAR Capital Limited under the UK intellectual property regulation. Trademark number: UK00003429839