Monthly Update 31/03/2021
Monthly Update31 March 2021 The Fund rose 3.66% in March, well ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.45%. The UK stock market, as measured by the FTSE 100 Index, had a strong month in March, as the […]
Monthly Update 28/02/2021
Monthly Update28 February 2021 The Fund rose 1.05% in February, 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%. The UK stock market, as measured by the FTSE 100 Index, ended the month in positive territory, although well below […]
Monthly Update 31/01/2021
Monthly Update31 January 2021 The Fund fell 1.69% in January, underperforming its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.39%. A very strong start to the month for the UK stock market, as measured by the FTSE 100 Index, saw the […]
Monthly Update 31/12/2020
Monthly Update31 December 2020 The Fund rose 1.59% in December, well ahead its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.42%. December was a positive month for UK equities with Brexit trade negotiations reaching a positive conclusion, albeit just within the […]
Monthly Update 30/11/2020
Monthly Update30 November 2020 The Fund rose 10.01% in November, well ahead its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.42%. It was behind the FTSE 100 Index however, to which all the underlying strategies are linked, which rose by 12.35% […]
Monthly Update 31/10/2020
Monthly Update31 October 2020 The Fund fell 4.09% in October, behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.41%. It was ahead of the FTSE 100 Index however, to which all the underlying strategies are linked, which fell 4.92% over […]
Monthly Update 30/09/2020
Monthly Update31 September 2020 The Fund fell 1.54% in September, behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.45%. It was ahead of the FTSE 100 Index however, to which all the underlying strategies are linked, which fell 1.63% over […]
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 31/07/2020
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 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 […]
