One Four Nine Portfolio Management Growth Portfolio Recognised in Best Performing Balanced Model Portfolios on Defaqto
We were thrilled to see One Four Nine Portfolio Management’s Growth (Passive) Portfolio achieve 7th place on Defaqto’s Top Ten league table out of 312 constituents, highlighting the best performing balanced model portfolios based on three-year cumulative returns to the end of June 2025.
Managed by our Chief Investment Officer Dr Bevan Blair and Portfolio Manager Rosie Cook, the portfolio has delivered returns of 30.95% for investors over the period, compared to Defaqto’s Cautious Comparator Average of 20.42%.
You can read the full analysis from Andy Parsons on FTAdviser here.
Great work from the One Four Nine Portfolio Management team on the continued success, having recently seen our Balanced (Passive) Portfolio make the Top Ten league table on Defaqto’s MPS Cautious Comparator, which you can read about here.
