Category: Month in a minute

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

Laying the Foundation
Financial markets continue to adjust to the reality of “higher for longer” interest rates. Over the past three

Higher for longer
It was a difficult month for both share and bond markets with sharp falls across both. Despite this,

Divergence creates a land of opportunity
Global markets were choppy in August with generally weaker asset prices, although there was a

The sun is shining (but not everywhere)
July saw continued strength in global share markets, helping deliver positive performance for the


Halfway to a soft landing
Inflation is falling whilst economic growth looks to be resilient, delivering what investors have termed

Still waters run deep
Both bonds and shares saw modest falls in May, but this masks significant moves under the

The Return of Returns
After the turbulence of March, April saw gains for our Funds with positive performance from both bonds