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Profile: How Strawberry plans to shake up discretionary distribution

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by David Campbell on Jun 06, 2014 at 11:37

While the company has highlighted some of its favourite multi-asset funds, such as Jupiter Distribution and the Invesco Perpetual Balanced Risk funds (while staying short of anything that might be considered advice), its own internal models will not be available on the site until July.

Performance – albeit some of it modelled in back-testing – has been decent. Over the five years to May 2014, the balanced Temperate portfolio has returned 92.45% versus its benchmark IMA Mixed Investment 20%/60% Shares return of 48.91% and the FTSE WMA Stock Market Balanced index return of 69.37%.

Over the same period, the company’s Adventurous fund has returned 101.78% versus the IMA Mixed Investment 40%/85% shares return of 61.40% and the FTSE WMA Stock Market Growth return of 76.23%. 

James Priday’s CV

CII – Diploma in financial planning, CISI investment advice diploma (securities)

2014 Launched Strawberry Invest

2010 Became a director at Prydis Wealth

2010/11 Msc accounting & finance/lecturer at University of Exeter

2007/10 BA accounting & finance

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