Strategies

Concentrates capital in the strongest secular growth leaders and lets winners run. Highest historical compounding of the five — backtested 19.1% CAGR vs 11.6% for the S&P 500, turning £1 into ~£25 over 18 years. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

Reads the market regime each month and shifts between offensive growth and defensive posture. Backtested 17.3% CAGR with max drawdown -21.4% (vs -51.9% for the S&P 500). £1 → ~£19 over 18 years. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

Prioritises a smooth equity curve: broad, quality-tilted exposure with the lowest drawdown of the five. Backtested 11.5% CAGR with max drawdown -20.3% while still targeting the S&P 500. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

Aggressively rotates into whatever is leading right now, rebalancing more often to stay in the hottest names. Higher turnover and bigger swings. Backtested 15.0% CAGR. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

The simplest, most defensive option: broad index-like exposure with a protective overlay that de-risks in downturns. Trades less and stays close to the market, prioritising capital protection over outperformance. Backtested 9.5% CAGR, max drawdown -33.7%. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.