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Fourth quarter Portfolio update

17 January 2017

Winter review: fourth 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.

UK equities are represented by the FTSE 100 Index. European equities are represented by the MSCI Europe Index. US equities are represented by the S&P 500 Index. Asia-Pacific equities are represented by MSCI AC Asia Pacific Index. Emerging Market equities are represented by the MSCI EM Index. Japanese equities are represented by the Nikkei 225 Index. Global equities are represented by the MSCI World Index. Gilts are represented by the FTSE UK All Stocks Index. UK corporate bonds are represented by the ML British pound Non Gilts All Stocks Index. Cash is represented by the Moneyfacts Instant Access £100K Account. Property is represented by the IPD UK All Property Index. Inflation is measured by the Retail Prices Index.

The information contained is correct as at the date of the update. The information contained does not constitute investment advice and is not intended as a recommendation, offer or solicitation to buy or sell any securities or to adopt any strategy. 

Some of the products and investment structures documented within this article will not be available to our clients in Asia. For information on the funds that are available please get in touch.


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