AdobeStock_298036366_Editorial_Use_Only.

BENCHMARK

PORTFOLIO

AT A

GLANCE

The Classic 60-40 portfolio is the ubiquitous asset allocation that serves as the benchmark in most portfolio discussions.  Popularised by Jack Bogle — the founder of Vanguard who pioneered index investing — the Classic 60-40 portfolio has long been a staple of passive investors. 

The Ubique Portfolio has been designed to compete with this classical benchmark both in terms of Risk and Return, but also in the active management of the portfolio. All performance metrics of this portfolio have been created by https://www.portfoliovisualizer.com/

BY THE

NUMBERS

PORTFOLIO

ALLOCATION

HISTORICAL

PERFORMANCE

INVESTMENT

STRATEGY

This strategy is very hands off, only re-balancing once a year. There is no risk management models applied meaning this portfolio will capture all of the downside if or when it happens. Historically, this strategy's drawdown is in excess of 50% during the 2008 financial crash. For the purposes of comparison to the Ubique portfolio, we have started this benchmark portfolio at the same time as Ubique.

RISK VS

RETURN

* US Stock Market is used as the benchmark for calculations. Value-at-Risk metrics are based on monthly values

TRAILING

RETURNS

Trailing returns are for full months ending August 2020 excluding portfolio cash-flows

ROLLING

RETURNS

Result statistics are based on annualised rolling returns over full calendar year periods

DRAWDOWNS

WORST 10

63/66 Hatton Garden

Fifth Floor, Suite 23

London

EC1N 8LE

United Kingdom

+44 (0) 203 633 6961

  • LinkedIn - White Circle
  • Twitter - White Circle
  • Facebook - White Circle

​This website should not be regarded as an offer or solicitation to conduct investment business. Past performance of investments is not necessarily indicative of future performance. The value of investments may fall as well as rise and the income from investments may fluctuate and is not guaranteed. Clients may not recover the amount invested. The investments mentioned on this website are not suitable for all types of investors. Investment advice should always be sought from a qualified investment adviser before any investment is made.

Trading and investing can be a challenging and potentially profitable opportunity for investors. However, before deciding to participate in the market, you should carefully consider your investment objectives, level of experience, and risk appetite. Most importantly, do not invest money you cannot afford to lose.


There is considerable exposure to risk in any investment transaction. Any transaction involving securities involves risks including, but not limited to, the potential for changing political and/or economic conditions that may substantially affect the price or liquidity of a currency. Investments in speculation may also be susceptible to sharp rises and falls as the relevant market values fluctuate. The leveraged possibility of trading means that any market movement will have an equally proportional effect on your deposited funds. This may work against you as well as for you. Not only may investors get back less than they invested, but in the case of higher risk strategies, investors may lose the entirety of their investment. It is for this reason that when speculating in markets it is advisable to use only risk capital.