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Dexterity measures its value to investors
To assess Dexterity's value by a clear, fair and consistent test, we measure our portfolio against two benchmarks: FTSE All Share, and MSCI World. As long as the Dexterity portfolio performs ahead of both those indices - and after all charges - our value is self-evident. Were performance to fall behind either of those benchmarks, then Dexterity's value to you would be lower than we aspire.
So, to be fair to both you and Dexterity: using data from the internet stockbroker of your choice, every six months we'll compare* your portfolio against the two benchmarks:
Provided your portfolio is ahead of them both - after all charges - Dexterity's fee for its ESG portfolio is 0.5% of the portfolio value.
But if your portfolio is behind either of them, we'll give you the next six months of our service free-of-charge.
By this standard, we intend you'll see in us:
accountability for everything we do, say, don't do and don't say,
transparency and precision about our fees,
better value than the funds of other advisers,
your expectations of service fully met.
If you discern how we might be still clearer, fairer or more consistent, please tell us.
compare* the total-return, GBP version of each index
Illustration of Dexterity portfolio's performance