Loading Factpage

Thank you for your patience

Binary Capital pattern image

Compare

Request a no-obligation comparison report

Our team can provide you with a no-obligation comparison report on our model portfolios compared with model portfolios offered by you and/or the peer group. The comparison report is detailed to provide you, and your firm, insight into your current investment solutions as well how we at Binary Capital compare.

 

This is a comprehensive report available free to you. Please complete below for your request.

What is included?

 

 

 

We provide both narrative and quantitative analysis in our report. The report is for your reference only. The reports are generated bespoke for each adviser and is confidential. The reports are not audited and disclaimers apply. The reports are offered to better illustrate how Binary Capital differs in real portfolio characteristics when compared to other DFM providers. 

 

 

Investment Philosophy

 

 

 

A comparison of investment philosophies. We gather public information on our selected peers and provide narrative on how we, in our opinion differ in investment philosophy. How we as, different firms, fundamentally view investing using actual portfolio examples. 

 

 

Portfolio Characteristics

 

 

 

The report highlights key portfolio characteristics: Asset Allocation; Risk and Fund Selection. 

 

 

Asset Allocation

Comparison of asset allocation. Look through tools are available to uncover the true difference in asset allocation. 

Risk

Using popular measures of risk and risk-adjusted returns such as annualised standard deviation of returns and sharpe ratio.

 

 

Fund Selection

We highlight styles, over-diversification and more. 

 

 

Performance

 

 

 

Clear performance reporting. Past performance comparison will vary dependent on data availability. We are able to backtest current model portfolios for comparison. 

 

 

Costs and Charges

 

 

 

Clear comparison of costs and charges.

 

 

Help? 

For support please contact us at info@binarycapital.co.uk, and a client relationship manager will be in touch to understand how we can best help you achieve your required outcome. 

By making an investment, your capital is at risk. The value of your investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance.