Monthly Update 30/09/2020
Monthly Update30 September 2020 The Fund returned -0.82% during the month, behind the IA Flexible Investment sector average return of -0.37%. Equity markets were generally weaker during the month on a local currency basis, with the exception of Japan. There was also a rotation of the leadership which we have seen for most of 2020, […]
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 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 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 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 posted a return of 7.19%# in April, in line with the IA Flexible Investment sector average return of 7.25%. (Source: FE Analytics) Equity markets around the world were in positive territory for the month, rebounding from what was a turbulent March. Equity markets were strong despite worsening economic data, […]
Stimulating Stuff
Stimulating Stuff 27 March 2020 Yesterday saw the chancellor announce yet another package to provide support to the UK economy as we all continue to deal with the impact COVID-19 is having on our lives, some unfortunately more than others. The latest support came for those who are self employed in an attempt to put […]
Monthly Update 31/02/2020
Monthly Update 31 February 2020 The Fund fell 3.81% during the month, outperforming the IA Flexible Investment sector average which fell 4.67%. Equity markets initially proved resilient to the news regarding COVID-19, with a sharp rebound even being seen in Asian markets such as the Hang Seng. As the virus continued to spread, particularly outside […]
Monthly Update 31/03/2020
Monthly Update31 March 2020 The Fund fell 12.29% during the month, underperforming the IA Flexible Investment sector, which fell 10.95%. This was a month which was do minated by the spread of the Coronavirus, the lockdowns which then followed and the impact this would have on the global economy. Equity markets fell at a record […]
