Performance
Monthly and Year to Date Portfolio Performance
August 2025
The UK Gilts market saw a sell-off, with the yield on 30 yr gilts hitting a 27 year high. This was due to persistent high inflation and fiscal concerns. The rally in global equities continued during August, buoyed by hopes of an imminent US rate cut and a continuation of the rally in large-cap technology stocks. Gains were broad based, with small-cap stocks outperforming large-cap and the majority of global sectors up over the month. However, the depreciation of the US dollar which dropped circa 2% against the pound, dampened equity returns for Sterling investors.
All of this meant negative returns for our portfolios throughout August. Our Sustainable and Active portfolios suffered the most, down -0.24% to -1.88% and -0.17% to -1.48% respectively. Our Income models returned between -0.65% and -0.60% and our Passive portfolios were the best performers returning between -0.4% and -0.27% over the month.
Year to Date 2025
Despite a turbulent 2025, the portfolios have all enjoyed positive returns year to date. The Passive range is our best performer up between 4.02% and 8.02%, followed by Income, up between 4.09% and 5.91%. The Active range is up between 1.59% and 2.82% and the Sustainable between 1.84% and 3.27%.
The value of investments and any income they produce can fall as well as rise. You may get back less than you invested.
