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One Four Nine Portfolio Management Performance Ranking

One Four Nine Portfolio Management - Morningstar rankings 310124

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 PortfoliosPassive 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 PortfoliosIncome 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 yearIncome 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.

Our model portfolio service is designed to provide a balanced mix of growth and security to help clients meet their goals

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