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ANDVISORY 360

Results · 01/01/2024 — 24/04/2026

Results

Performance of the portfolios advised by Andvisory 360 by risk profile, and a simulator to apply it to your own case.

Between €25,000 and €5,000,000

6 months
+1.88 %
YTD 2026
+1.50 %
Cumulative since 01/01/2024
+11.27 %
Volatility (std. dev.)
3.2 %

€1,000,000 invested on 1 January 2024 would be worth today

€1,112,700+11.27 %

Real examples of advised portfolios for conservative, balanced and growth profiles. Net cumulative returns by profile between 01/01/2024 and 24/04/2026. Past performance is not a guarantee of future returns. Source: Andvisory 360. Weekly curve from the corporate presentation charts (April 2026); the inception, 6-month, YTD and cumulative figures are those published by Andvisory 360.

Dispersion over time

Time reduces the impact of volatility

The longer the investment horizon, the less short-term fluctuations tend to affect the portfolio's outcome.

Illustrative — overlapping rolling windows of 3 to 18 months (109 windows at 3 months, 44 at 18) over the weekly curve from the corporate presentation charts (01/01/2024 – 24/04/2026). It shows the behaviour observed in that period; it predicts nothing. Past performance is not a guarantee of future returns.

Simulator

Simulate your investment

A projection based on each profile's historical annualised return. It is not a promise: it is a starting point for a conversation.

Between €25,000 and €5,000,000

years

Estimated final capital

€1,587,472

Estimated gain

+€587,472

View year-by-year detail
YearHistorical scenarioObserved median
0€1,000,000€1,000,000
1€1,047,299€1,032,854
2€1,096,835€1,066,787
3€1,148,714€1,101,835
4€1,203,047€1,138,035
5€1,259,949€1,175,424
6€1,319,543€1,214,041
7€1,381,956€1,253,927
8€1,447,321€1,295,124
9€1,515,778€1,337,674
10€1,587,472€1,381,622

A purely illustrative projection. Both rates are real figures from the period 01/01/2024 – 24/04/2026: the historical scenario is the profile's cumulative annualised return, and the observed median is the median of every rolling 12-month window in its series. A projection is not a promise: it constitutes no guarantee or investment recommendation, and investing in financial markets carries risk, including the loss of invested capital.

Your case is not an average. Let's talk about it.

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