To assist you in assessing the merits of our Investment Management Service, we have created a portfolio returns projector tool. To drive this, you need to enter an investment amount, select the month and year this was initially invested and choose the typical equity percentage content of the portfolio. By clicking on the Calculate button, you will not only see what the initial investment amount would be worth at the latest month end valuation point, but also view its month end fluctuations over the selected period.
We hope you find the calculator of interest, but if you have any queries regarding it or our Investment Management Service, please contact our Preston Admin Team be it on 01772-318760 or by email at admin.preston@jbrearley.co.uk