Monthly and year to date portfolio performance

October 2023 performance

The global drawdown in markets continued into October with all regions returning negative performance over the month and the UK leading the way down 4.1%. Style wise growth (-1.9%) outperformed value (-2.9%) but both were negative and sectorially, all bar utilities (1.2%) were down over the month with consumer discretionary (-4.2%) and energy (-3.8%) the worst performers.

Over the month, the Active, Passive and Sustainable models all performed very similarly across the risk profiles and outperformed the equivalent IA sectors.

October performance

2023 performance: Year to Date

Whilst throughout the last few months our portfolios have given up some of their year to date performance, all of our portfolio ranges have experienced positive performance over the year and are significantly ahead of their peer groups, which are down year to date. Importantly the portfolios are achieving this with lower volatility too. The Passive portfolios are now outperforming both the Active and Sustainable portfolios YTD having returned between 3.2% and 3.9%. The Sustainable portfolios are not far behind with returns between 2.6% and 2.9% and the Active range has returned 1.8% to 2.5% year to date.

Performance - October

Our model portfolio service is designed to provide a balanced mix of growth and security to help clients meet their goals

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