Insights

to help you make informed decisions about your wealth
Menu
Archived article
Sun between trees

Second Quarter Portfolio Update

22 July 2016

Summer Review: Second quarter performance analysis for the Growth and Income Portfolios.

The Investment Committee continually monitors our range of fund managers and considers the opportunities and challenges presented by an ever-changing macroeconomic and market environment. This due diligence extends to our range of Growth and Income Portfolios. Click on a link below for a summary of recent performance.

Defensive Portfolio
Conservative Portfolio
Balanced Portfolio
Managed Funds Portfolio
Adventurous Portfolio
Immediate Income Portfolio
Balanced Income Portfolio
Deferred Income Portfolio

 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested. Past performance is not indicative of future performance.

The information contained is correct as at the date of the update. The information contained does not constitute investment advice and is not intended to state, indicate or imply that current or past results are indicative of future results or expectations.

Contact

St. James's Place Wealth Management

Please get in touch if you have any questions:

Recommended:

Even-Keel_1420x480.jpg

Even keel

Whatever 2019 has in store for markets shouldn’t alter the course for long-term investors.
Red-arrows-1420x480.jpg

Is disruption changing everything?

Technology is disrupting everything from cars to healthcare, but that does not mean successful brands have lost their emotional power.

Make an enquiry

Arrange a meeting, request a call back or order a complimentary guide.

More

Feedback

We value your opinion

We are always looking for ways to improve our service, so if there is something you think we could do better, or that you think we are doing really well, we would love to hear from you.

The only thing we ask is that you do not include any personal information, like account numbers, in your email. If your matter is urgent, needing our personal attention, please contact your local office.

You may be contacted to follow up on your comments.

Complaints

If you wish to complain about any aspect of our service, we will do what we can not only to meet, but exceed your expectations of a swift and thorough resolution. More details of our complaints procedure can be found here.

Important notice

Although the content of the article(s) archived were correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.