Monthly Update 31/12/2022
Monthly Update31 December 2022 The Fund was flat during December, behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% which rose 0.66%. It did provide some protection compared to the UK stock market, as measured by the FTSE 100 index, which fell 1.49%. (Source […]
Monthly Update 31/10/2022
Monthly Update31 October 2022 The Fund rose by 3.52% during October, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% which rose 0.60%. It was also ahead of the FTSE 100 index which was up 2.91% over the month on a capital only […]
Monthly Update 30/09/2022
Monthly Update30 September 2022 The Fund fell by 4.79% during September, behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% which rose 0.55%. It was ahead of the FTSE 100 index, however, which was down 5.36% over the month on a capital only basis.(Source […]
Monthly Update 31/08/2022
Monthly Update31 August 2022 The Fund fell by 1.86% during August, behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% which rose 0.59%. Markets rose throughout most of August as it was expected that central banks, and the Federal Reserve in particular, would be […]
Monthly Update 31/07/2022
Monthly Update31 July 2022 The Fund rose by 3.22% during 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 0.48%. Strong expectations of central banks raising interest rates further to quell inflation helped calm equity markets in July. In […]
Monthly Update 30/06/2022
Monthly Update30 June 2022 The Fund fell by 3.50% during June, behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% which rose by 0.49%. It was ahead of the FTSE 100 index, however, which fell by 5.76% over the month. The likelihood of an […]
Monthly Update 31/05/2022
Monthly Update31 May 2022 The Fund rose 1.25% during May, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5% which rose by 0.51%. It is also ahead over the year to date, with growth of 2.99% since the turn of the year, compared […]
Monthly Update 30/04/2022
Monthly Update30 April 2022 The Fund fell 0.06% in April, whilst its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, rose by 0.44%. Year to date the Fund is on a par with its performance comparator with rises of 1.72% and 1.76% respectively. The Fund […]
Monthly Update 31/03/2022
Monthly Update31 March 2022 The Fund rose 1.65% in March, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.46%. The war in Ukraine and the ongoing implications that this brought continued to weigh heavily on the UK stockmarket at […]
Monthly Update 28/02/2022
Monthly Update28 February 2022 The Fund fell by 0.19% in February, whilst its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, rose by 0.41%. The UK stock market started February positively, but this quickly fell away as the sad events in Ukraine developed. The uncertainty […]
