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Overall, it has been a very pleasing start to the year from a performance perspective, with the market movements suiting how we have carefully prepared and positioned portfolios. Markets took a sharp downwards turn at the start of April following President Trump’s Liberation Day then have rallied strongly since. Whilst it has been a volatile year so far, portfolios have fared well, delivering good positive returns net of charges. Importantly, portfolios protected capital very well during the large market declines in early April but have also taken part in the strong upside we have seen in May, June and July. This was due, in no small part, to our strategy to diversify our equity (stocks & shares) and currency exposure away from the US, with strong weightings in the UK, Europe and Asia.
