Robos do better than the FTSE with less risk for investors

April 2018

 

In the 12 months to the end of Q1 2018, investors in robo portfolios outperformed the FTSE 100 with lower volatility. After the poor performance of global markets in the first quarter of the year, lower risk portfolios were outperformed by cash.

  • The average robo adviser outperformed the FTSE 100 in the 12 months leading to 31st March 2018, whilst also taking less risk to do so
  • The medium to lower risk portfolios analysed returned less than a leading easy access cash ISA over the same period
  • The top performing robo portfolios analysed were Nutmeg’s Portfolio 10 (which returned 3.88%), True Potential Investor’s Aggressive Portfolio (which returned 3.71%), followed by IG’s 5 Aggressive (which returned 3.13%)

Boring Money analysed robo adviser returns between 1st April 2017 – 31st March 2018 from 8 of the major players; evestor, IG’s Smart Portfolios, Netwealth, Nutmeg, Moneyfarm, Scalable Capital, True Potential Investor and Wealthify. Collectively they represent over 95% of UK robo-adviser assets.