Markets are volatile and strong performance in one year is no guarantee of strong performance in the next. As the table below illustrates, there can be a wide variation in asset class returns during a calendar year for a sterling investor. By maintaining an active approach to asset allocation, we seek to enhance performance by identifying shorter-term investment opportunities, with the view that at times certain asset classes and markets offer better value than others.
Source: Quilter Cheviot, Financial Express 07 September 2017. Year-to-date (“YTD”) figures to 31 August 2017.
