A Year in Review

We believe it’s important to keep you updated on how we're managing your money, so we're pleased to share the new 2021/22 Annual Report.

Over the past 12 months we’ve navigated an evolving macroeconomic and market environment. From economies reopening, to Covid variants, Chinese property challenges and of course the war in Ukraine.

This report covers the key changes we've made to the portfolios and looks at their performance over the past 12 months, which should give you a better understanding of how we manage your money. It can be unnerving as investors when markets remain volatile, and we hope the report will show you that we are actively managing their portfolio to account for the changing macroeconomic landscape.