One Four Nine Portfolio Management Performance Ranking on the Morningstar MPS Database
We are delighted to reveal that One Four Nine Portfolio Management’s performance ranking on the Morningstar MPS database has been exceptional. Looking at the data over 1 and 3 years up to 31 January 2024, which contain 1192 portfolios broken down by their sectors Active, Passive, Sustainable and Income we can provide the below headlines.
| Active Portfolios | Passive Portfolios |
| 1st quartile across all risk buckets over 1 and 3 years. | Over 1 year all portfolios are either in the 1st or 2nd quartile |
| Over 1 year all portfolios are in the top decile and in the top 10! | Over 3 years portfolios are all in the top decile |
| The Cautious and Balanced portfolios are ranked number one in their sector over 3 years |
| Sustainable Portfolios | Income Portfolios |
| Over 1 year all portfolios are in the top decile and in the top 3! | Over 1 year all portfolios are in the top decile |
| The Cautious and Balanced portfolios are ranked number one in their sector over 1 year | Income Growth is ranked number one |
Source: Morningstar
To have almost all our portfolios, regardless of sector, in the top decile over 1 and 3 years for their risk buckets shows great consistency. This is ultimately driven by good asset allocation and we are seeing in the active, sustainable and income models that good fund selection is enhancing this.
Dr Bevan Blair, Chief Investment Officer
To take a look at the rankings and filter over 1 and 3 years of the portfolios please visit the very user-friendly Morningstar site through this link.
If you’d like to find out more about One Four Nine Portfolio Management and their Managed Portfolio Service please take a look at the Investment section on the website or get in touch via our enquiry form.
