Opportunity knocks
Fund performance was broadly positive in October, building on the positive returns seen since mid-year. This performance has come despite ongoing weakness in financial
The beat goes on
Markets in September continued the trends of 2022 with falls in both shares and bonds. Our cautious positioning cushioned against these moves
Patience is a virtue
August was a volatile month with global share prices moving sharply higher, and then lower as the month progressed. As we wrote
Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
False Dawn
July saw shares and bonds recover from their June rout. This brought some
A shifting backdrop
June was another very tough month for markets, with broad based selling across shares and bonds. Whilst we have retained defensive positions across
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
Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
Half-time huddle
Share markets continue to be volatile as they adjust to the evolving backdrop.
Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
A perfect storm
It’s been a brutal start to 2022 for investors. Global shares are
Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
Proceed with caution
Share markets broadly recovered some of their losses in March, whilst bond
Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds.
The rise of uncertainty
Geopolitical headlines dominated markets in February with the Ukraine situation escalating
Portfolio Manager and Head of Sustainable Investment, Frances Sweetman discusses the month’s key highlights in 60 seconds.
New year, new regime
January was a tough month for
Portfolio Manager Mark Riggall discusses the month’s key highlights in 60 seconds.
A wider perspective
Fund returns in December were strong as local and global share markets
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