Returns Comfort Income Mandate
This table shows the actual net returns achieved under the Comfort Income Mandate for the past five years.
| Risk | 2021 | 2022 | 2023 | 2024 | 2025 | since 2021 |
|---|---|---|---|---|---|---|
Very Defensive (as of 1/1/24) |
|
|
| 1.72% | 1.44% | 3.19% |
Defensive | 4.29% | -12.45% | 7.28% | 5.28% | 3.24% | 6.47% |
Moderately defensive | 9.00% | -12.28% | 8.46% | 7.80% | 4.37% | 16.68% |
Moderately aggressive | 15.29% | -11.74% | 9.75% | 10.99% | 5.99% | 31.39% |
Aggressive | 21.06% | -11.85% | 11.65% | 14.33% | 7.54% | 46.48% |
Very aggressive | 25.71% | -10.59% | 12.33% | 16.07% | 8.60% | 59.16% |
Source: ABN AMRO Portfolio Management, compound rate of return for the period 1 January 2021 - 31 December 2025.
Results are stated after the deduction of all fees and are based on a geometric mean calculation. These are the model portfolio results, which may differ from the returns achieved on the portfolios of individual clients. The value of your investments may fluctuate. Past performance is no guarantee of future performance.
An example calculation
We use an example calculation to show what your return and your costs could have been in the past.
Petra is an investor who has opted for the Portfolio Management Comfort Income Mandate. She has a moderately aggressive risk profile. Her investment portfolio is worth € 100,000. Her total annual fees were roughly as follows last year (2025):
| Type of fee | Amount | Percentage |
|---|---|---|
Investment service costs (including VAT) | € 1,050 | 1.05% |
Product costs (ongoing charges & transaction costs in funds) | € 450 | 0.45% |
| Total fees | € 1,500 | 1.50% |
Net return (after deduction of all costs) | € 5,991 | 5.99% |
Source: ABN AMRO Portfolio Management, compound rate of return for the period 1 January 2025 - 31 December 2025. These are the model portfolio results, which may differ from the returns achieved on the portfolios of individual clients. The value of your investments may fluctuate. Past performance is no guarantee of future performance.
Returns achieved after costs.
If transactions are made in foreign currencies and settled in euros, you will pay exchange costs for the conversion.
Investing involves risks
Investing involves risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Read more about the risks associated with investments.