“Where I’m putting every penny of my family’s core wealth…”

The backtesting for The Southbank Wealth Advantage is conducted using total return data sourced from Koyfin.

1. FTSE100 constituent companies are sorted into their respective sectors
2. The average total return for each company in each sector is calculated for each calendar year, and ranked
3. The average total return for the top five best-performing sectors is calculated for each calendar year
4. The cumulative total return of always and only holding the top five sectors in each calendar year—20% allocated to each—is calculated and then reinvested accordingly each year
5. This is then compared to the ishares FTSE100 tracker ETF (CUKX.L) total return reinvested for each calendar year

Important Risk Warnings:

Advice in The Southbank Wealth Advantage does not constitute a personal recommendation. Any advice should be considered in relation to your own circumstances, risk tolerance and investment objectives.

Before investing you should carefully consider the risks involved, including those described below. If you have any doubt as to suitability or taxation implications, seek independent financial advice.

Your capital is at risk when you invest, never risk more than you can afford to lose. Simulated past performance and forecasts are not reliable indicators of future results. Bid/offer spreads, commissions, fees and other charges can reduce returns from investments. There is no guarantee dividends will be paid.

Profits from share dealing are a form of income and subject to taxation. Tax treatment depends on individual circumstances and may be subject to change.

Investment director: John Butler. Editors or contributors may have an interest in shares recommended. Information and opinions expressed do not necessarily reflect the views of other editors/contributors of Southbank Investment Research Limited. Full details of our complaints procedure, privacy policy and terms and conditions can be found at, www.southbankresearch.com.

The Southbank Wealth Advantage contains regulated content and is issued by Southbank Investment Research Limited.

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Sources:

1. Data source: Koyfin
2. Yahoo Finance
3. Morningstar
4. Allianz - Allianz reports record operating profit – 17 February 2023
5. Financial Times - Citadel breaks records with $16bn profit – 23 January 2023
6. The Guardian - ‘We’ve had a run on champagne:’ Biggest UK banker bonuses since financial crash – 16 February 2022
7. CNBC Ken Griffin’s hedge fund Citadel is up again in 2023 following a record year – 3 March 2023
8. Bloomberg - Paul Tudor Jones Says Investors in Tough Spot With Fed in New Era – 3 May 2022
9. Zero Hedge – The top performing S&P500 sectors over the Business Cycle
10. Insider - Britain's stock market just had its worst year since the financial crisis – 30 December 2015
11. Financial Samurai - 2018 S&P 500 Return: Worst Year Since The Financial Crisis
12. Blackrock - Diversifying investments – accessed Sept 2023
13. Nationwide - Compare Savings Accounts & ISAs – accessed Sept 2023
14. Bloomberg - United Kingdom Rates & Bonds – accessed Sept 2023
15. Moneyfacts Compare - Best 5 Year Fixed Rate Bonds – accessed Sept 2023