Performance & Insights

Performance built around disciplined investing.

Explore Scale PortFolio's investment performance, portfolio approach and reporting framework designed to provide a clearer view of long-term investment outcomes.

At a glance

The numbers behind the platform.

Verified institutional records.

Assets Under Management AUM
$740M+

As of April 2026

Investors CLIENTS
600k+

Across 108+ markets

Years in Operation HISTORY
11+

Since 2014

Global Offices GLOBAL
31

Locations worldwide

Portfolio Performance

Historical Performance

Performance Index 2025
2017 2025
Performance disclosure: Historical performance figures are verified with records, methodology, benchmark and risk factored in.

Annualized Return

85.39%

Benchmark

78.32

Risk Profile

Moderate

Investment performance can vary and past performance is not indicative of future results.

Our approach

Performance is more than a number.

We believe meaningful investment performance comes from disciplined decision-making, thoughtful portfolio construction and a clear understanding of risk.

01

Discipline

Structured investment processes designed to reduce emotional decision-making.

02

Diversification

Thoughtful allocation across suitable asset classes, strategies and opportunities.

03

Risk Awareness

Understanding downside exposure is central to responsible portfolio management.

04

Transparency

Clear reporting helps investors understand where performance comes from.

Build with perspective

Explore an investment approach built for the long term.

Speak with our team to learn more about our investment solutions, portfolio construction and client experience.

Talk to our team