Category: Month in a minute

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

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

Higher for longer
It was a difficult month for both share and bond markets with sharp falls across both. Despite this, Milford’s diversified funds had more

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

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


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

Still waters run deep
Both bonds and shares saw modest falls in May, but this masks significant moves under the surface. Funds largely outperformed underlying

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


Cakeism
Throughout the past year, we have taken a more cautious approach centred around the view that global central bank tightening would eventually deliver a recession.


Resilience – the capacity to withstand difficulties
After a strong January, shares and bonds saw modest retracements in February. Despite this, Milford Funds largely delivered flat


A flurry of better news
Despite the turmoil in markets over the past year, our diversified funds have largely maintained their value. Our cautious approach over

The land of opportunity
Sticking to the script of 2022, December offered up surprises to keep investors on their toes right up to the end of