Did you know our portfolios have been around for 7 years?

Although Betafolio is two years old, our portfolios are a lot older. They have, in fact, had years of exposure thanks to our sister company, FinalytiQ, an investment and retirement research consultancy that Abraham Okusanya, our founder, started in 2011.

So, although Betafolio is a relative newbie in the turnkey MPS space, our portfolio strategies are tried, tested, and trusted.

Here’s a quick recap of our story so far.

Betafolio officially launched in 2020 offering the following suite of model portfolios:

Betafolio Classic: A range of globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia. The portfolios range from 0% to 100% equity allocation, with an average OCF of 0.26%.

Betafolio ESG: Positioned to capture global market returns whilst placing emphasis on environmentally and socially responsible assets. The portfolios range from 0% to 100% equity allocation, with a typical OCF of 0.22%.

Betafolio Tracker: Positioned to capture market returns, this range of models tracks the global market cap weighted equity index alongside a well-diversified fixed income portfolio according to risk/return requirements. Typical OCF 0.14%.

Betafolio Bespoke: Ideal for firms operating in-house model portfolios looking to reduce administrative inefficiencies by using Betafolio’s discretionary management. This enables firms to retain their asset allocation policy whilst benefitting from Betafolio’s technology, governance, and oversight.

But rather than simply tell you about the longevity and reliability of our portfolios, we thought we’d let the numbers speak for themselves. Here’s a quick overview of the performance history of our portfolio models since 2016.

Classic

Tracker

ESG

Got a question about our portfolios, investment philosophy, or anything Betafolio-related? Get in touch.

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Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.