In the simplest form, performance is about understanding how much your investment has grown or declined over time. Our performance charts track the growth of your portfolio and allows you to highlight any trends and fluctuations. Please note, performance is relative to the starting point of the date range.
Killik & Co clients can view the performance of their account on myKillik.com or in the Killik App. This can be found under the "Your Hub" section on the website, or under the "Explore" section in the Killik app.
Killik & Co use the Daily Valuation method to calculate Time-Weighted Return (TWR), geometrically linking our returns. This method, recommended by Global Investment Performance Standards (GIPS), eliminates the effect of cash flows which helps ensure accurate investment performance reporting.
All of Killik & Co’s performance calculations are net of management fees and other charges. Net is where the impact of fees/charges are included in the calculations.
If your portfolio performance on your account looks incorrect this could be due to a recent change of service, a cash product being included or a recent transaction being classified incorrectly.
If this is the case, please get in touch with your Adviser who will be able to run you a bespoke report. Their contact details can be found at the bottom of the Dashboard. If you are a Silo client, please email support@silo.co.uk for further assistance.
Performance for Silo accounts is coming soon. In the meantime, please email support@silo.co.uk for further help.