Category: Month in a minute

Tarrified
In a volatile month Milford funds fared well, and although some of our fund returns were negative, we significantly outperformed underlying markets in our diversified

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

Crosswinds
January saw its fair share of ups and downs across markets as investors were buffeted by policy uncertainties emanating from the new US administration. Ultimately


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

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

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