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Or you can call our dedicated line on 0330 808 7916.

If you have any questions, they’ll be able to answer them for you, before you come on board.

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

FTSE100 constituent companies are sorted into their respective sectors
The average total return for each company in each sector is calculated for each calendar year, and ranked
The average total return for the top five best-performing sectors is calculated for each calendar year
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
This is then compared to the ishares FTSE100 tracker ETF (CUKX.L) total return reinvested for each calendar year

Important Risk Warning

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

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Southbank Investment Research Limited is authorised and regulated by the Financial Conduct Authority. FCA No 706697. https://register.fca.org.uk/.

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