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Portfolio Performance

Please note performance varies on the date invested, attitude to risk and portfolio size.

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Performance graphs based on Reeves Transact portfolios, before Reeves fee's & Platform costs have been taken into account. Portfolios performance on other platforms may differ slightly due to small variations in fund options.

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5 Year annualised performance – as of 04/04/2025

     Reeves Tactical & Core vs MSCI PIMFA Benchmarks - Since the start of 2019

Reeves Tactical & Core vs MSCI PIMFA Benchmarks - Since the start of 2019.png

Reeves Tactical Portfolios - Since Launch (22nd April 2016)

Reeves Tactical Portfolios - Since Launch (22nd April 2016).png

Reeves Core Portfolios - Since Launch (1st March 2019)

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Reeves Core Portfolios - Since Launch (1st March 2019).png

 

Reeves MPH Portfolio – Since Launch (26th September 2018)

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Reeves MPH Portfolio – Since Launch (26th September 2018).png

Reeves Short Term Portfolio - Since Launch (1st July 2019)

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Reeves Short Term Portfolio - Since Launch (1st July 2019).png

Reeves LGT Tactical & Core vs MSCI PIMFA Benchmarks - Since the start of 2019

Reeves LGT Tactical & Core vs MSCI PIMFA Benchmarks - Since the start of 2019.png

Reeves LGT Tactical Portfolios - since 22nd April 2016

Reeves LGT Tactical Portfolios - since 22nd April 2016.png

Reeves LGT Core Portfolios - since 1st March 2019

Reeves LGT Core Portfolios - since 1st March 2019.png

Important information


Pensions are a long term commitment, you may not be able to access your pension funds until the age of 55 (currently), investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could impact your pension.

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The value of your investment and any income from it could fall or rise, and you may not get ack the full amount you invest.


Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.  

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Main Office & Postal Address

Reeves Independent Ltd, National Advice Centre, Park View House, Benton, Newcastle Upon Tyne, NE7 7TZ

Reeves Independent – The Pension Specialists and Reeves Investment Services are trading styles of Reeves Independent Limited which is Authorised and Regulated by the Financial Conduct Authority under the FCA financial services register no. 839943. Company Registration No: 11751772, Registered Office Address, Reeves Independent, National Advice Centre, 2nd Floor, Park View House, Front Street, Benton, Newcastle Upon Tyne, NE7 7TZ. Registered in England and Wales. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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Reeves Investment Services is a trading styles of Reeves Financial Services Limited which is Authorised and Regulated by the Financial Conduct Authority under the FCA financial services register no. 187607. Company Registration no: 03586020, Registered Office Address, Reeves Independent, National Advice Centre, 2nd Floor, Park View House, Front Street, Benton, Newcastle Upon Tyne, NE7 7TZ. Registered in England and Wales.

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​The value of investments can rise and fall and you may not get back the full amount you invest.

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