We also take a close look at what happened in markets in the first quarter of 2025, discuss how our portfolios are positioned, highlight key buys and sells, and the introduction of our new ‘Dynamic Core’ to enhance our range of investment opportunities and increase tactical agility. In addition, we focus on one of the funds we have added to our portfolios and explore the probability of different market scenarios.

The quarterly report has been tailored for each of our three portfolio ranges: active, blended and passive. You can read the reports using the links below.

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This article is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. These are the investment manager’s views at the time of writing and should not be construed as investment advice. The opinions expressed are correct at time of writing and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.