About Our In-House Portfolios
If you have landed on this hidden page it should be because you are invested in one of our in house portfolios!
At Bloomfield Financial, we run two types of in-house investment portfolios for clients on our ongoing service plans:
- Growth-Oriented Portfolios – These reinvest all income back into the investments to maximise long-term growth.
- Natural Income Portfolios – These are designed to produce a steady stream of interest and dividends, which can be paid out if needed.
Which approach is right for you depends on your personal goals, attitude to risk, and—crucially—your tax position. We’ll have discussed this with you as part of your plan, but if anything has changed or you’d like a fresh review, just ask.
The figures here are how the portfolios have performed overall, your own performance will of course vary depending on the timing of withdrawals and deposits, we will always provide a personal update at review but if you need one sooner just let us know.
Note: Income portfolios typically show lower total returns than growth portfolios over time. That’s not underperformance—it’s simply because income is being paid out rather than reinvested.
What You’ll Find Here
This private page is designed to give you a general update on how all our portfolios have been performing—not just your individual investments.
If you want an update specific to your holdings or to discuss how your portfolio fits into your wider plan, just let us know and we’ll arrange a personal review.
Here you can Find...
- Scroll down for the latest performance numbers across all portfolios
- Scroll down for a downloadable factsheet for each
- Click here for a short explainer PDF if you’d like to understand the structure and philosophy behind our portfolios
- Explainer Videos - To refresh your memory on how the portfolios work
Help Videos
Need a little help in understanding how our portfolios work an the Logic behind them, just drop us a line or give us a call … or watch the videos below.
Growth Portfolio Reports
Below you will find a table summarising portfolio overall performance over several periods and a link to the most recent detailed Fact Sheet. As they are portfolio’s each of them are made up of many funds who have their own factsheets and KIIDs a copy of which you can download by clicking here .
All the performance figures are cumulative percentage returns and represent the portfolios as a whole individual investor figures will vary depending on dates of deposits, withdrawals, tax wrapper and other variables.
Figures last updated 25/03/2025
If you’re on a mobile or tablet and can’t see all the table info, press the plus sign to expand.
Income Portfolio Reports
Below you will find a table summarising portfolio overall performance over several periods and a link to the most recent detailed Fact Sheet. As they are portfolio’s each of them are made up of many funds who have their own factsheets and KIIDs a copy of which you can download by clicking here.
All the growth (performance) figures are cumulative percentage returns and represent the portfolios capital growth as a whole individual investor figures will vary depending on dates of deposits, withdrawals, tax wrapper and other variables.
The figures shown here are based on dividends being re-invested known as Total Return we are using total return as opposed to growth assuming all income has been retained by the investor for a couple of reasons.
- It gives a fairer comparison with the growth portfolios
- Yield (income paid out) are rarely available beyond the last 12 months so can be misleading.
- More than anything though there can be solid tax reasons that investors opt for an income portfolio over a growth portfolio they simply withdraw at a fixed rate from or the annual growth. But it’s often psychological with a worry of drawing more than the funds can afford, while this does feel simpler income funds are usually more expensive and less diverse than growth, so I think it’s important to show the difference in as ‘simple’ a way as possible and I think Total return is likely the easiest for most people to understand.
Figures last updated 03/02/2026
If you’re on a mobile or tablet and can’t see all the table info, press the plus sign to expand.
