Performance (For Direct Clients)

Bond Reserve Portfolio

We are not permitted to publish the performance of the portfolio as it was launched 1st June 2011 and it does not yet have a 12 month record

Absolute Return Performance (£)

December 2011 Q4 2011 Last 12M Since Inception 8th June 2009
SCM Absolute Return* +0.3% +4.1% -3.2% +23.4%
HFR £ Hedge Fund Index Return -0.4% -0.4% -8.4% +4.0%
IMA Absolute Return Sector Return +0.1% +0.3% -0.8% +10.0%
Year on Year % Growth
31st Dec 2010 - 2011 31st Dec 2009 - 2010
SCM Absolute Return* -3.2% +12.1%
Past performance is not a guide to future returns.

Long-Term Return Portfolio (£)

December 2011 Q4 2011 2011 Since Inception 8th June 2009
SCM Long-Term Return* +1.1% +6.3% -3.3% +29.9%
IMA Mixed Investment 40-85% Shares Sector Return +1.8% +3.9% -5.5% +24.3%
Year on Year % Growth
31st Dec 2010 - 2011 31st Dec 2009 - 2010
SCM Long-Term Return* -3.3% +12.7%
Past performance is not a guide to future returns.

Notes

*Performance is shown after all fees and deductions including SCM Private annual management fee of 0.75%+vat pa and is based on the performance of the first client discretionary portfolio. SCM Private performance calculations are based on monthly returns provided by Financial Software Ltd.

All SCM Private clients follow the same model portfolios. Individual client portfolios may differ principally as a result of the timing of cash flows in or out of each portfolio. Discretionary portfolios are not subject to the same regulatory constraints as UCITS and other regulated funds. Performance can be affected by currency fluctuations. Past performance is no guarantee of future performance and you may not recover the amount of your original investment. Performance can be affected by currency fluctuations.

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