Best Performing Nest Eggs
By Holly Mackay, Founder & CEO
17 April, 2025
As it’s the Easter weekend, I’ve shut the lid of my laptop for a few days. We’re not out of the tariff-led volatility yet, but it’s time for a few days to breeeeather!
As a little Easter present, I’ve picked out a few reads and updates you might like.
This week, we published the performance of all the main ‘ready-made’ portfolios out there, managed for you by the experts. The first 3 months of the year have been unsurprisingly torrid and all the higher risk options were down. It's worth remembering the long-term however - Vanguard’s 100% LifeStrategy was a standout performer over the last 5 years, returning 89% since 1 April 2020, followed by Nutmeg who have made 80% for clients in the portfolio Risk Level 10.
And a little note for more experienced investors who like investment trusts – this caught my eye yesterday. According to the Association of Investment Companies, the average yield of the Renewable Energy sector is 10%, spiking to 10.6% on 7 April 2025 (an all-time high), whereas the average yield of the Infrastructure investment trust sector is 6.4%, peaking at a record 6.8% on 7 April 2025. Comes with all sorts of risks (chunky discounts alert) and you should still do your reading, but that’s a big old yield!
BEST PERFORMING NEST EGGS
ISA-READY-FOR-CHOCCY!
Be an early-bird investor to maximise this year’s tax allowance
Understand your ISA choices – from a Lifetime ISA for first flat savers, to a Junior ISA for the kids/grandkids
Our favourite ISAs on the market? Check out our 2025 award winners
RETIREMENT BUNNIES
Are you on track to retire with what you want, when you want?
Who are the cheapest pension providers?
NEW CHICKS
Have a lovely long weekend – wishing you and your families a happy, restful Easter.
Holly
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