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Why do you emphasise the recent rolling 10-year annualised return more than the 'since inception' annualised return?

QuietGrowth's investment methodology has a long-term focus. Therefore, it is prudent to examine the performance of our portfolios over a longer period, such as the recent rolling 10-year annualised return.

QuietGrowth has been managing clients' money since 1 October 2015, the date of inception of the firm's discretionary investment management service. This is the starting date used for the 'since inception' historical performance calculations. Though our 'since inception' period now exceeds 10 years, we believe that the recent rolling 10-year annualised return is a more meaningful indicator of our performance than the 'since inception' annualised return.

This is mainly because our investment team's current form and strategy are best reflected in the recent rolling 10 years of performance.

That said, it is a valid practice to analyse the performance over a period of more than 10 years. So, we also share our performance data since inception, allowing you to analyse our performance using your preferred approach.

Note: Past performance is not necessarily indicative of future performance. Historical returns may not reflect actual future performance.

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