What goes up, must come down. But not quite yet!

Politics have certainly been at the top of the agenda this week,

UK fixed income struggled as an asset class through June,

Not a week seems to go by where inflation isn’t in the headlines. This week...

There are some weeks when news and events...

This week could potentially best be described as a week of confirmation. The increase...

May was a difficult month for equity markets to make any headway...

Economic data has been on the quieter side this week...

By way of a summary, the Fund...

Inflation again took centre stage in the UK this week,

This week saw the release of preliminary...

Central banks were back in the limelight this week. Sound familiar?

Major equity markets were predominantly...

The market was caught off guard yesterday when US economic growth...

This week saw the release of the latest economic

Inflation again took centre stage this week with the release of key data for the UK and the US.

This week saw the release of the latest minutes from...

As inflation continues to surprise to the upside and the cost of living increases,

Major equity markets were again mixed during the month. Most initially fell...

This week saw the release of UK inflation figures,

Central banks were at the fore this week,

The conflict between the Ukraine and Russia continued to take centre stage this week. With no sign...

The Fund posted a return of -1.51% for February, outperforming the sector average return of -1.74%.

Unfortunately the main news this week is the very sad events which are now developing in the Ukraine. I think...

This week saw the release of US inflation, with the annual rate hitting 6.8% in November,

Inflation was again in the limelight this week, this time in the UK. Tuesday saw the release of average earnings data. Including...

This week saw the first release of UK GDP for the 3rd quarter. This rose 1.3% on the quarter,

This week the central banks again took centre stage. Unfortunately...

Equity markets were mixed during the period. The US equity market was strong,

The Fund rose marginally during the month, returning 0.07%. This represented outperformance of the IA Flexible Investment sector average, which posted a -1.11% return.

Buoyant equity markets helped the fund rise by 1.75% during the month. UK equities were one of the strongest performing, in particular mid and small cap stocks,

Within the MI Diversified Strategy Fund you will typically find an allocation to structured notes. We like these investments as they give a part of our portfolio definition,

The Fund fell -0.38% during the month, underperforming the IA Flexible Investment sector average return of 0.15%. The performance of equity markets was...

The Fund returned 1.12% during the month, underperforming the IA Flexible Investment sector average return of 1.96%. Equity markets were generally positive during the month when measured in their local currencies. The US led the way as...

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...

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,

The Fund returned 1.12% during the month, underperforming the IA Flexible Investment sector average return of 1.96%. Equity markets were generally positive during the month when measured in their local currencies. The US led the way as technology stocks...

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...

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...

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,

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,

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...

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,

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...

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,

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...

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...

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,

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...

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...

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,

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...

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,

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...

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,

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,

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,

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,

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,

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,

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

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

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...