As with every quarter, our clients receive an in-depth report illustrating the performance of their Moneyfarm portfolios, including an analysis of underlying market conditions and key themes in focus for our Asset Allocation team.
Overall, the last quarter, in line with the previous one, was positive for equity markets. Below, you can read or download our quarterly report for the P5 Balanced Portfolio, which includes:
- A letter from our CIO Richard Flax.
- Analysis of market conditions and the key themes discussed by the Asset Allocation Team.
- Data on portfolio performance and composition, along with details of strategic decisions made by our management team in recent months.
Download the quarterly report for our P5 Balanced Portfolio here.
If you want to book an appointment with one of our consultants, you can do so through this link.
As with all investing, your capital is at risk. The value of your portfolio with Moneyfarm can go down as well as up and you may get back less than you invest. If you are unsure investing is the right choice for you, please seek financial advice.
*Capital at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future.