Returns Index Mandate
This table shows the actual net returns achieved under the Index Mandate for the past years (since February 2025).
| Risk (since February 2025) | 2025 | since February 2025 |
|---|---|---|
Very Defensive | 0.65% | 0.65% |
Defensive | 2.61% | 2.61% |
Moderately defensive | 2.92% | 2.92% |
Moderately aggressive | 3.64% | 3.64% |
Aggressive | 3.84% | 3.84% |
Very aggressive | 3.75% | 3.75% |
Source: ABN AMRO Portfolio Management, compound rate of return for the period 1 February 2025 - 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 Index 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) | € 1,500 | 0.15% |
| Total fees | € 2,550 | 1.20% |
Net return (after deduction of all costs) | €3,640 | 3.64% |
Source: ABN AMRO Portfolio Management, compound rate of return for the period 1 February 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.
Do you need help?
Call us directly
Call us with all your questions about Portfolio Management. From Monday to Friday between 9 a.m. and 5 p.m.
Call us on +31 (0)88 388 9779
Make an appointment
Leave us your details and we’ll call you back to schedule an appointment.