Category: Month in a minute

USA, a bit less exceptional
February saw a sharp change in tone for markets. Share markets sold-off, led by the US

Crosswinds
January saw its fair share of ups and downs across markets as investors were buffeted by policy uncertainties emanating from


Santa takes a breath
December saw a pullback in global share and bond markets with Milford’s funds also modestly lower. After

Santa likes election certainty
Milford funds continue to deliver strong returns, helped by the performance of underlying assets. Stock markets responded

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