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    Home • Articles • Best performing ready-made solutions of January – March 2024

    Best performing ready-made solutions of January – March 2024

    Discover which portfolios were top of the pops

    By Boring Money

    18 April, 2024

    Every three months we get performance data from the leading ready-made investment portfolios made available to retail investors. We group these into three risk categories and take a look at who has performed the best after all fees and charges over various timeframes.

    Important stuff: Our content is aimed to help readers’ understanding but it does not constitute any form of advice or recommendation. Investing is a long-term process, and shorter-term performance information alone won’t support robust choices. Investments can and will go up and down in value.

    How did ready-made solutions perform in Q1 2024?

    Markets have started well in 2024, with both equities (the industry term for shares) and bonds showing positive growth. Thanks to this, higher-risk solutions performed better than their lower-risk counterparts, with equities seeing better returns than bonds. March has been the 5th month in a streak of positive global returns.

    2022 in particular was a tough year for both bonds and equities, with 2023 providing a bit more stability although challenges remained. It was nice to observe in Q1 2024 that no ready-made solution covered in this content reported a negative return over the period.

    High risk options in particular had an excellent quarter, with performance ranging between 4.6% – 8.5%. Low risk options on the other hand ranged between 0% - 2.6%, with medium risk options ending up between 2.3% - 5.8% in Q1 2024.

    Holly Mackay's expert analysisHolly Mackay's expert analysis
    Mahdi ShabirResearch Manager, Boring Money

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    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.