Manager track record
The Wealth Club Portfolio Service investment team is led by our Head of Research, Jonathan Moyes.
Jonathan previously co-managed £400 million across over 10,000 discretionary investor portfolios at award-winning wealth management boutique Whitechurch Securities.
Under Jonathan’s tenure, from 2011 to 2019, the average portfolio in each risk category significantly outperformed the average wealth manager. His portfolios also consistently won awards for their risk-adjusted performance (PAM Award – 2016, Portfolio Adviser – 2014/16/18, Citywire – 2014/15/16), and he is a Chartered Fellow of the CISI.
Important: The information on this website is for experienced investors. It is not a personal recommendation to invest. If you’re unsure, please seek advice.
Jonathan is supported by Nicholas Hyett, a CFA Charterholder. Prior to joining Wealth Club in 2021, Nicholas led the equity research team at Hargreaves Lansdown. In that role, he oversaw all execution-only equity research, with sector specialisms in financial services, pharmaceuticals, natural resources and global technology stocks. Nicholas holds a degree in Philosophy, Politics & Economics from the University of Oxford, and holds the Investment Management Certificate and Certificate in ESG Investing from the CFA Institute.
Please remember: past performance is not a guide to the future. The track record below is provided for background context only. The performance of your portfolio will vary and is not guaranteed.
Whitechurch portfolios performance under Jonathan’s tenure (2011–2019) by risk profile
Source: Whitechurch Securities, ARC Research Limited. Performance is calculated in sterling, net of fees for the period 31/08/2011 – 30/09/2019. Past performance is not a guide to the future. The benchmarks used are the ARC Sterling Cautious PCI, ARC Sterling Balanced PCI, ARC Sterling Steady Growth PCI, and ARC Sterling Equity Risk PCI indices. Each benchmark represents the performance of the average wealth manager within each risk category.
| Track Record Statistics | Average annual outperformance | Discrete year outperformance |
|---|---|---|
| Average Whitechurch Cautious Portfolio vs peers | 1.3% | 5/8 |
| Average Whitechurch Balanced Portfolio vs peers | 1.2% | 4/8 |
| Average Whitechurch Steady Portfolio vs peers | 0.8% | 5/8 |
| Average Whitechurch Equity Risk Portfolio vs peers | 0.6% | 6/8 |
See five-year performance of the portfolios listed above:
Read more:
Wealth Club aims to make it easier for experienced investors to find information on – and apply for – investments. You should base your investment decision on the offer documents and ensure you have read and fully understand them before investing. The information on this webpage is a marketing communication. It is not advice or a personal or research recommendation to buy any of the investments mentioned, nor does it include any opinion as to the present or future value or price of these investments. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.
The details
- Type
- Discretionary Portfolio
- Minimum investment
- £100,000 (in aggregate)
- Initial charge
- Nil
- Annual custody charge
- 0.25%
- Annual management charge
- 0.35%
- Next deadline
- 15 May 2024 (5pm)