Quarterly Reports

Every quarter we release a report letting you know how our portfolios performed against the markets. We also look at the main global markets (FTSE 100, S&P 500, Euro Stoxx 50, Nikkei, Emerging markets & UK guilts) and discuss variables that could affect whether or not we increase or decrease our exposure to them. We also outline the different asset allocations for each of our risk profiles, and share an opinion piece discussing current news & events and their impact on the markets.

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Quarterly Report Q4 2024