Category: Month in a minute

Pre-election Jitters
October saw a mixed outcome for asset markets, with shares around the world modestly weaker, whilst bond markets had

Reassuringly expensive
September proved to be a solid month for returns, with broad gains across both bonds and shares. As a

Words: Mark Riggall, Portfolio Manager
Video: Stephanie Batchelor, Senior Analyst
August ended up being a modest month for returns, with most funds

Artificial Enthusiasm
July proved to be a whirlwind month, with large swings in stocks, bonds and currencies. Pleasingly, our funds fared

Video by Stephanie Batchelor
Article by Frances Sweetman
The politics behind performance
The performance of global share markets diverged in June as global

An investment melting pot
Fund performance was broadly positive in May, driven by recovering global share markets and positive returns from

The pause that refreshes
After a very strong six months, April saw a pullback in global shares. This was accompanied by

A bumper crop
March saw another very solid month of returns for the funds, helped by strong performances from our stock

Newton’s 1st Law: An object in motion remains in motion
February delivered broadly positive fund performance for the fourth month in

A Sizzling Summer
For the third month in a row, fund returns were positive, helped by a strong performance from our

A Fast Finish
Funds delivered strong performances in December, building on the positive November to finish the year with solid gains.

Patience Rewarded
November was a very strong month for returns, with gains across low and high-risk funds. Performance was driven by