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 their worst month in two

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

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

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

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

An investment melting pot
Fund performance was broadly positive in May, driven by recovering global share markets and positive returns from bonds. As this economic cycle

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

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

Newton’s 1st Law: An object in motion remains in motion
February delivered broadly positive fund performance for the fourth month in a row. The year-to-date theme

A Sizzling Summer
For the third month in a row, fund returns were positive, helped by a strong performance from our stock holdings. Global shares outperformed

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

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