Monthly fund Blog
29th March 2010
The Reeves Portfolio’s have had an encouraging month on the back of growth in stock markets. The portfolio’s were reviewed and changed during the month of February and March saw the first full month of performance data.
There were a range of performers across all portfolios with 6 funds returning over 10% between 26/02/2010 and 26/03/2010.
Most encouragingly for the portfolio’s was that both the Balanced and Aggressive Portfolio outperformed Financial Express’ Adviser Fund Index. In the words of financial express the Adviser Fund Index, “is made up of the recommended portfolios of a panel of leading UK financial advisers. Based entirely on the funds actually recommended to clients, the AFI Aggressive, Balanced, Cautious portfolios carry real-life credibility, and provide insight in terms of the benefits of holding top quality funds.”
This out performance is encouraging even with growth in stock markets over the period.
3 month performance has also been pleasing, with the aggressive fund outperforming the FTSE 100 index and the balanced portfolio falling only 0.25% short.
The performance of the balanced portfolio is very pleasing given the lower level of risk within the portfolio in comparison to the FTSE 100 over 3 months.
The top three performers across the three portfolios were as follows:
| Fund Manager | Fund | Performance |
| Aberdeen | Emerging Markets | 11.83% |
| Schroder | US Small Mid Cap | 10.86% |
| Investec | American | 10.84% |
Information provided by Morningstar 26/03/2010
The effect of any charges on the performance levels would be to reduce the total growth generated below those detailed above.
The information in this publication is intended to provide general information and does not represent a personal recommendation of any product or provider. The value of investments can fall as well as rise and you may not get back the full amount invested. Past performance is not a guide to future returns. The sections within this leaflet are opinion only and do not constitute advice. Other charges may be applicable and are subject to change without prior notice. Please refer to our brochure for information on our other products and services. Minimum Investment levels vary from fund to fund. This product is available through a variety of products including Unit Trusts, Bonds, Pensions, ISA’s, SIPP’s and WRAP’s. Cancellation rights vary from product to product. Clarification should be sought on this matter before you invest. Tax treatment will also vary from product to product.
