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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.

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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.