Strategy Report – Medium Portfolio
1st November 2011 – 28th February 2021 – Gross return (since inception)
Strategy – March 2021
As we continue to live through challenging market conditions that change on a day by day basis, to ensure we keep you informed and up to date as efficiently as possible, we are continuing to update our website. Please visit our News section to see our latest views and actions.
The medium portfolio offers a diverse fund range with the aim of achieving capital growth over the longer-term. The portfolio has the ability to invest in a broad range of investments on a wide geographical basis. Equity exposure within this portfolio will vary between 40% – 65%.
Contribution to performance by fund – 1 year
1st September 2020 – 28th February 2021 – gross return (six months)
Gross statistics – 1st November 2011 – 31st December 2020