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Downside Protection Upside Reward

One year on from the Market Crash:

We analyse both downside protection and upside capture; the reason for Watershed’s top of the table performance.

The Watershed Multi-Asset Models finished the March Quarter remaining at the top of the performance tables across all major risk categories – Conservative, Balanced and Growth.  The performance tables are referenced below as well as a chart depicting the dollar differential in portfolio total returns between the Watershed Multi-Asset Portfolios versus the average return of our Peer Group since their inception in June 2016.

The Peer Group is represented by the FE Peer Group indices which provide the average median return for approximately 134 constituent funds invested in the multi-asset class.

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