Performance Information

The qualifying criterion for funds in our WRAP Cambrian portfolios is that all funds must be top quartile in their respective asset classes over 1, 3 and 5 years, thereby ensuring the most consistent performing funds are accessed.

Past performance is not a reliable indicator of future results.

On WRAP we only use clean share class funds with no initial charge.  All funds are daily priced and to qualify for selection they must have at least 3 years history.

Please see performance information below for portfolios Defensive Cautious, Balanced, Growth and Adventurous alongside our Ethical alternatives, which shows the WRAP strategy’s performance against their benchmarks.

Cambrian Defensive vs Cambrian Benchmark

Cambrian Cautious vs Cambrian Benchmark

Cambrian Balanced vs Cambrian Benchmark

Cambrian Growth vs Cambrian Benchmark

Cambrian Adventurous vs Cambrian Benchmark

Ethical/ESG Defensive vs Ethical/ESG Benchmark 

Ethical/ESG Cautious vs Ethical/ESG Benchmark

Ethical/ESG Balanced vs Ethical/ESG Benchmark

Ethical/ESG Growth vs Ethical/ESG Benchmark

Ethical/ESG Adventurous vs Ethical/ESG Benchmark