One Four Nine Portfolio Management Balanced Portfolio Recognised in Top Ten for Defaqto’s MPS Cautious Comparator
We were delighted to see One Four Nine Portfolio Management’s Balanced (Passive) Portfolio make the Top Ten league table for Defaqto’s MPS Cautious Comparator, highlighting the best performing defensive model portfolios based on three-year cumulative returns to the end of May 2025.
Managed by our Chief Investment Officer Dr Bevan Blair and Portfolio Manager Rosie Cook, the portfolio has delivered returns of 19.23% for investors over the period, compared to Defaqto’s Cautious Comparator Average of 11.12%.
You can read the full analysis from Andy Parsons on FTAdviser here.
A huge well done to the One Four Nine Portfolio Management team on the success!
