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Past performance summary

Here you can see past performance for EY Compliant SmarterMix high risk/return back as far as data is available. You can also compare performance to any other investment from our comparison tables (just start typing the name in the box)

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Full performance chart


Annual performance over last 5 years

Oct 15 to Oct 16 Oct 16 to Oct 17 Oct 17 to Oct 18 Oct 18 to Oct 19 Oct 19 to Oct 20
EY Compliant SmarterMix high risk/return Not available 10.14% 2.94% 14.12% 16.85%

Remember, past performance is not a reliable indicator of future results.

The chart includes the effect of fund manager's charges, but does not include Cushon's charges which may reduce returns by up to 0.79% per annum.

In some cases, where fund managers have launched a new class of shares within a fund, past performance has been extrapolated using a previous share class in order to show a fuller history.

The mix of funds within the EY Compliant SmarterMix high risk/return portfolio that is available for new investment pots is updated every day depending on the latest market conditions and fund performance. The historical performance shown here relates to this latest mix of funds. However, once you select this portfolio for your pot then we will not change the mix of funds without your permission. Past versions of the EY Compliant SmarterMix high risk/return portfolio will have contained a different mix of funds and will therefore have performed differently.

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