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All portfolios have consistently
delivered positive absolute returns

The Luna Active and Passive Model Portfolio Service (MPS) have now established a solid track record spanning three years, since their launch in June 2020.

The table below highlights that all portfolios have consistently delivered positive absolute returns since their inception. They have performed as expected since launch with higher levels of risk yielding higher returns. The Passive MPS have generally outperformed their Active MPS counterparts. This can be attributed to their lower charges and exposure to a greater number of Large Cap companies.

Furthermore, when compared to the average performance of their respective Investment Association (IA) sectors, the portfolios have demonstrated strong relative performance. Across all portfolios, they have consistently outperformed over the three-year period.

Several factors have contributed to this robust performance:

  • The lower risk portfolios have benefited from a lower allocation to fixed income and duration, accompanied by a higher allocation to alternative investments.
  • Within the equity portfolios carrying higher risk, there has been a deliberate inclination towards investing in the UK equity market. This strategic bias has played a role in bolstering their performance.

Overall, the Luna Active and Passive MPS have demonstrated a solid and consistent performance record, outperforming industry benchmarks and delivering positive returns across various risk levels.


The content in this publication is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.