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Any data or views given in the articles should not be construed as investment advice. Every effort is made to ensure the accuracy of the information but no assurance or warranties are given. Examples are for illustrative purposes only and are not a recommendation to buy or sell. Past performance is not a guide to future performance. We recommend you discuss any investment decisions with a financial adviser.
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31/05/2021

Monthly Update

31/05/2021

The Fund returned -0.14% during the month, outperforming the IA Flexible Investment sector average return of -0.21%. Equity markets were generally positive during the month when measured in their local currencies. European equities proved...



30/04/2021

Monthly Update

30/04/2021

The Fund returned 2.74% during the month, underperforming the IA Flexible Investment sector average return of 3.33%. Equity markets were generally positive during the month in local currency,



31/03/2021

Monthly Update

31/03/2021

After a strong February, the Fund returned 0.76% during the month, underperforming the IA Flexible Investment sector average return of 1.70%. Equity markets were mixed during the month. There was divergence in the scale of returns with,



When A Little Means A Lot

When A Little Means A Lot

30/03/2021

Sometimes in life it can be the small things that make all the difference and last week proved to be no exception. Having ititially struck on the 21 December 2018, one of our structured notes matured on the 22 March, being its second observation date after 2.25 years. An at the money contract,



Home Sweet Home

Home Sweet Home

17/03/2021

There can be no doubt that 2020 was a difficult period for UK equities. Whilst all markets were troubled by the pandemic and economic lockdown, the UK suffered more than others. The market was penalised...



28/02/2021

Monthly Update

28/02/2021

The Fund returned 1.42% during the month, outperforming the IA Flexible Investment sector average return of 0.61%. Equity markets generally ended the month in positive territory,



31/01/2021

Monthly Update

31/01/2021

The Fund returned -0.24% during the month, only marginally behind the IA Flexible Investment sector average return of -0.11%. January ended with many equity markets in negative territory. In what...



Keeping our Definition

Keeping Our Definition

04/01/2021

During the Christmas and New Year celebrations definition was perhaps the last thing on your mind. With all the additional goodies on offer, such as mince pies and a chocolate or two,



31/12/2020

Monthly Update

31/12/2020

The Fund returned 2.45% during the month, only marginally behind the IA Flexible Investment sector average return of 2.58%. December was a positive month for equities and UK fixed...



Don't Break the Bond

Don't Break the Bond

20/12/2020

In the last week we have continued to see US equity market indicies attain record highs. At the same time however we have seen valuations continue to rise to such an extent that some investors may argue they are now overvalued. The latest data from...



30/11/2020

Monthly Update

30/11/2020

The Fund returned 6.18% during the month, behind the IA Flexible Investment sector average return of 7.32%. Equity market returns were stronger during the month, buoyed by positive news regarding COVID-19 vaccines. High efficacy rates generated...



31/10/2020

Monthly Update

31/10/2020

The Fund returned -1.16% during the month, ahead of the IA Flexible Investment sector average return of -1.25%. After a positive start to the month, equity performance waned as we approached month end. Markets in Europe and...



30/09/2020

Monthly Update

30/09/2020

The Fund returned -0.82% during the month, behind the IA Flexible Investment sector average return of -0.37%. Equity markets were generally weaker during the month on a local currency basis, with the exception of Japan. There was also...



31/08/2020

Monthly Update

31/08/2020

The Fund returned 2.26% during the month, marginally underperforming the IA Flexible Investment sector average return of 2.54%. Equity performance showed divergence in August,



31/07/2020

Monthly Update

31/07/2020

The Fund outperformed the IA Flexible Investment sector average during the month, returning 1.34% against 0.14% respectively. Equity market performance was mixed during the period. In local currency...



30/06/2020

Monthly Update

30/06/2020

The Fund lagged the IA Flexible Investment sector average during the month, returning 0.79%against 2.00% respectively. Equity markets were generally higher during the month,



31/05/2020

Monthly Update

31/05/2020

The Fund posted a return in line with the IA Flexible Investment sector average during the month, returning 3.78% and 3.84% respectively. After their strong rebound in April...



Income Uncertainty

Income Uncertainty

04/05/2020

COVID-19 and the lockdowns around the world, which subsequently ensued have had a marked and meaningful impact on the global economy. Whilst some countries have to date,



30/04/2020

Monthly Update

30/04/2020

The Fund posted a return of 7.19% in April, in line with the IA Flexible Investment sector average return of 7.25%. Equity markets around the world were in positive territory for the month,



31/03/2020

Monthly Update

31/03/2020

The Fund fell 12.29% during the month, underperforming the IA Flexible Investment sector, which fell 10.95%. This was a month which was dominated by the spread of the Coronavirus,



Stimulating Stuff

Stimulating Stuff

27/03/2020

Yesterday saw the chancellor announce yet another package to provide support to the UK economy as we all continue to deal with the impact COVID-19 is having on our lives, some unfortunately more than others. The latest support came for those...



31/02/2020

Monthly Update

31/02/2020

The Fund fell 3.81% during the month, outperforming the IA Flexible Investment sector average which fell 4.67%. Equity markets initially proved resilient to the news regarding COVID-19,



Know What You Own

Know What You Own and Why You Own It

27/02/2020

For a prolonged period of time now funds within the IA Targeted Absolute Return sector have come in for some abuse, normally related to their performance, or lack of it. In some respects...



A Defined Success

A Defined Success

21/02/2020

Within the MI Diversified Strategy Fund you will typically find an allocation to structured notes, an asset class which we, the investment manager,



Coronavirus Update

Coronavirus Update

31/01/2020

The advent of the coronavirus was the catalyst for an increase in volatility within stock markets in January. At the time of writing...



31/01/2020

Monthly Update

31/01/2020

The Fund fell 0.71% during the month, marginally underperforming the IA Flexible Investment sector average which fell 0.49%. Equity markets were positive during...


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