Veridion Balanced Portfolio
A multi-asset portfolio balancing gold and major equity index exposure across US and European markets.
Strategy performance
Based on trade-history attribution across the full period.
Gross return vs net return after fees
Net return figures below apply a simplified model fee structure to strategy-level gross returns for informational use only. They are not audited realised investor returns.
YTD net figures apply fees over a 5-month period; total-period net figures apply fees over the 13-month May 2025 – Aug 2026 period.
Assumptions used: 1% annual management fee applied pro-rata for the period and 20% performance fee on positive profits only. Fee logic is simplified and does not represent a legal fee statement or account-specific fee ledger.
Performance figures shown are representative of strategy-level returns and are provided for informational purposes only. Individual account results may differ based on entry date, allocation size, applicable fees, and prevailing market conditions. Past performance is not a reliable indicator of future results. No representation is made that any account will achieve similar results.
Capital is at risk. The value of investments can fall as well as rise. Past performance is not a reliable indicator of future results. Returns are not guaranteed and you may receive back less than you invest. Strategy information is provided for informational purposes only and does not constitute personal financial advice unless otherwise agreed in writing.
Strategy information is provided for informational purposes only and does not constitute personal financial advice, a solicitation, or an offer. Capital is at risk. Past performance is not a reliable indicator of future results. Strategies are not suitable for all investors; suitability is assessed during the Veridion onboarding process. Minimum allocation requirements apply.