Monthly Update 31/03/2021
Monthly Update31 March 2021 After a strong February, the Fund returned 0.76% during the month, underperforming the IA Flexible Investment sector average return of 1.70%. Equity markets were mixed during the month. There was divergence in the scale of returns with, for example, the EStoxx50 returning 7.78% in local currency terms whilst the Hang Seng […]
When a Little Means a Lot
When a Little Means a Lot 30 March 2021 Sometimes in life it can be the small things that make all the difference and last week proved to be no exception. Having initially struck on the 21 December 2018, one of our structured notes matured on the 22 March, being its second observation date after […]
Home Sweet Home
Home Sweet Home17 March 2021 There can be no doubt that 2020 was a difficult period for UK equities. Whilst all markets were troubled by the pandemic and economic lockdown, the UK suffered more than others. The market was penalised for a number of reasons. Firstly, the UK is renowned as a dividend paying market. […]
Monthly Update 28/02/2021
Monthly Update28 February 2021 The Fund returned 1.42% during the month, outperforming the IA Flexible Investment sector average return of 0.61%. Equity markets generally ended the month in positive territory, although many closed below their month highs. Markets with a greater level of cyclical exposure performed well, such as Japan and Europe. This was also […]
Monthly Update 31/01/2021
Monthly Update31 January 2021 The Fund returned -0.24% during the month, only marginally behind the IA Flexible Investment sector average return of -0.11%. January ended with many equity markets in negative territory. In what was lining up to be a positive month, sentiment was dented by the buying frenzy of retail investors in stocks being […]
Keeping Our Definition
Keeping Our Definition04/01/2021 During the Christmas and New Year celebrations definition was perhaps the last thing on your mind. With all the additional goodies on offer, such as mince pies and a chocolate or two, waist bands have had the potential to expand a little, I know mine certainly has. As we enter 2021 it […]
Monthly Update 31/12/2020
Monthly Update31 December 2020 The Fund returned 2.45% during the month, only marginally behind the IA Flexible Investment sector average return of 2.58%. December was a positive month for equities and UK fixed income markets, with most delivering positive returns. UK equities were some of the strongest performing as Brexit negotiations came to a positive […]
Don’t Break the Bond
Don’t Break the Bond20 December 2020 In the last week we have continued to see US equity market indices attain record highs. At the same time however we have seen valuations continue to rise to such an extent that some investors may argue they are now overvalued. The latest data from Bloomberg shows that, on […]
Monthly Update 30/11/2020
Monthly Update30 November 2020 The Fund returned 6.18% during the month, behind the IA Flexible Investment sector average return of 7.32%. Equity market returns were stronger during the month, buoyed by positive news regarding COVID-19 vaccines. High efficacy rates generated by these vaccines gave investors an early Christmas present as views moved forward to a […]
Monthly Update 31/10/2020
Monthly Update31 October 2020 The Fund returned -1.16% during the month, ahead of the IA Flexible Investment sector average return of -1.25%. After a positive start to the month, equity performance waned as we approached month end. Markets in Europe and the UK responded negatively to the evidence of a further coronavirus wave taking hold […]
