Monthly Update 31/08/2020
Monthly Update31 August 2020 The Fund rose 2.05% in August, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.38%. It was also ahead of the FTSE 100 Index, to which all the underlying strategies are linked, which rose 1.75% […]
Monthly Update 31/08/2020
Monthly Update31 August 2020 The Fund returned 2.26% during the month, marginally underperforming the IA Flexible Investment sector average return of 2.54%. Equity performance showed divergence in August, although most major markets posted positive returns. Japanese equities performed particularly strongly, closely followed by the US, with the UK proving to be a laggard. A strengthening […]
Monthly Update 31/07/2020
Monthly Update31 July 2020 The Fund fell 2.78% in July, behind its performance comparator of cash + 5%, which rose by 0.42%. It was ahead of the FTSE 100 Index however, to which all the underlying strategies are linked, which fell 4.41% over the month on a price only basis. “Cash” within the performance comparator […]
Monthly Update 31/07/2020
Monthly Update31 July 2020 The Fund outperformed the IA Flexible Investment sector average during the month, returning 1.34% against 0.14% respectively. Equity market performance was mixed during the period. In local currency terms there was a positive return from US equities with European, Japanese and UK equities posting negative returns. Strength in sterling over the […]
Monthly Update 30/06/2020
Monthly Update 30 June 2020 The Fund rose by 0.21% in May, behind its performance comparator of cash + 5%, which rose by 0.44%. It was also behind the FTSE 100 Index, to which all the underlying strategies are linked, which rose 1.66% over the month on a price only basis. The UK stock market […]
Monthly Update 30/06/2020
Monthly Update30 June 2020 The Fund lagged the IA Flexible Investment sector average during the month, returning 0.79% against 2.00% respectively. Equity markets were generally higher during the month, with strong performances coming from European and emerging market indices, particularly in sterling terms due to a slightly weaker British pound. The Fund remains defensively positioned […]
Monthly Update 31/05/2020
Monthly Update 31 May 2020 The Fund rose by 4.07% in May, ahead of its performance comparator of cash + 5%, which rose by 0.42%. It was also ahead of the FTSE 100, to which all the underlying strategies are linked, which rose 3.34% over the month. During the month the UK stockmarket continued to […]
Monthly Update 31/05/2020
Monthly Update 31 May 2020 The Fund posted a return in line with the IA Flexible Investment sector average during the month, returning 3.78% and 3.84% respectively. After their strong rebound in April equity markets continued to post gains through May. It was not plain sailing by any means however, with markets enduring falls during […]
Income Uncertainty
Income Uncertainty 4 May 2020 COVID-19 and the lockdowns around the world, which subsequently ensued have had a marked and meaningful impact on the global economy. Whilst some countries have to date, suffered more than others, you would do well to find somewhere which has not seen some sort of negative impact. With a weaker […]
Monthly Update 30/04/2020
Monthly Update30 April 2020 The Fund rose by 6.55% in April, ahead of its performance comparator of cash + 5%, which rose by 0.45%. It was also ahead of the FTSE 100, to which all the underlying strategies are linked, which rose 4.04% over the month. The UK stockmarket recovered some of its losses in […]
