Although past performance is not a guide to future performance the following graphs illustrate one of our main criteria for our portfolios under management; that is to outperform our benchmark namely the weighted sector average. This illustrates the returns of a sample of the portfolios recommended to our clients during the unprecedented market conditions of the financial crisis of 2008/9.

With the use of asset allocation models aligned to each client’s risk level and constant reviewing of our portfolios; formal reviews on a monthly basis instead of annually, we can achieve excellent levels of growth and income.

Example Portfolios:

The Red line on the graph's shows our portfolio.

The Green line on the graph's shows the benchmark.

Medium Risk Pension Portfolio

High Risk Investment Portfolio


Henri James Wealth is a trading style of Henri James Wealth Limited, which is authorised and regulated by the Financial Conduct Authority.

Registered Office; Goodridge Court, Goodridge Avenue, Gloucester, GL2 5EN. Registered in England No 08385302