Monthly Update 31/10/2023
Monthly Update31 October 2023 The Fund fell by 1.14% in October, taking the year-to-date return to 3.28%. October was a poor month not only for UK equities, but for the main indices around the globe. Despite the Bank of England deciding not to raise interest rates further in the month, labour markets continued to be […]
Monthly Update 30/09/2023
Monthly Update30 September 2023 The Fund rose by 1.10% in September, taking the year-to-date return to 4.47%. (Source of all figures: FE Analytics) After a steady start to September for UK equity markets, the European Central Bank signalled an end to its monetary tightening in the middle of the month, which saw share prices surge. […]
Monthly Update 31/08/2023
Monthly Update31 August 2023 The Fund fell by -0.43% in August, behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) +5% which rose by 0.84%. Year to date the Fund is up 3.33%, ahead of the UK equity market, as measured by the FTSE 100 total […]
Monthly Update 31/07/2023
Monthly Update31 July 2023 The Fund rose by 1.06% in July, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) +5% which rose by 0.82%. Year to date the Fund is up 3.77%. (Source of all figures: FE Analytics) Markets fell in the first part […]
Monthly Update 30/06/2023
Monthly Update30 June 2023 The Fund rose by 1.11% in June, whilst its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) +5% rose by 0.77%. The Fund remains in positive territory for the year to date at 2.68%. (Source of all figures: FE Analytics) Markets started June […]
Monthly Update 31/05/2023
Monthly Update31 May 2023 The Fund fell by 1.48% in May, whilst its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% rose 0.83%. It remains positive for the year to date at 1.55%. (Source of all figures: FE Analytics) After a fairly flat start to […]
Monthly Update 30/04/2023
Monthly Update30 April 2023 The Fund rose by 1.04% in April, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% which rose 0.69%. It is also positive for the year to date at 3.08%, compared to 2.86% for the comparator.(Source of all figures: […]
Monthly Update 31/03/2023
Monthly Update31 March 2023 The Fund was flat in March, down 0.01% over the month, whilst its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% rose 0.75%. It remained positive for the year to date at 2.02%, compared to 2.16% for the comparator. (Source of […]
Monthly Update 28/02/2023
Monthly Update28 February 2023 The Fund fell by 0.44% in February, whilst its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% rose 0.67%. Despite this, it still remained ahead for the year to date, being up 2.02%, compared to the benchmark at 1.40%. (Source of […]
Monthly Update 31/01/2023
Monthly Update31 January 2023 The Fund rose by 2.48% in January, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% which rose 0.73%. (Source of all figures: FE Analytics) Several factors lead to a positive month for equity markets in January. The end […]
