Saruja Funds Mark First Anniversary as Reeves Celebrates 30 Years

This week marks the first anniversary of the Saruja fund range, an important milestone in the continued evolution of Reeves Group’s in house investment proposition. The anniversary also coincides with Reeves celebrating 30 years of supporting clients with trusted financial planning and investment advice. 

Launched in May 2025, the Saruja funds were developed to provide clients with access to a robust and disciplined investment approach, while ensuring portfolios remain closely aligned to client objectives and risk tolerance. This reflects Reeves’ long-standing commitment to delivering investment solutions that support long term financial goals. 

The one year anniversary provides a natural opportunity to assess how that commitment has been delivered. Over the past year, the focus has remained firmly on clear investment objectives, risk appropriate portfolio construction and long term consistency. 

This has been achieved against a particularly challenging market backdrop. The period has been shaped by global trade tensions, renewed geopolitical conflict and ongoing concerns around market conditions. Together, these factors have created a more complex environment for investors and made the delivery of consistent returns more demanding. 

Despite this, the Saruja funds have navigated volatility effectively. Through disciplined risk management and careful portfolio construction, the range has delivered strong outcomes and demonstrated resilience across different market conditions. 

As the range has developed, it has become a core component of client portfolios across the Group. Today, the Saruja funds support over 2000 investors and manage more than £400 million in assets under management, with strong performance across the fund range. 

Reflecting on the anniversary, a member of Reeves investment team said: 

“The first year of the Saruja funds has been about building strong foundations, remaining disciplined through market noise, managing risk carefully and keeping client outcomes front of mind. As Reeves celebrates 30 years, this milestone reflects both our experience and our commitment to the future. We are proud of how the range has developed and remain focused on delivering consistent long term results as we move into the next phase.” 

Looking ahead, markets will continue to present both risks and opportunities. The Saruja investment process is designed to work across changing market conditions, balancing risk and return while remaining focused on long term objectives. 

With a strong first year behind them, the Saruja funds are well positioned to continue supporting clients’ financial goals for many years to come. 

Past performance is not a reliable guide to future returns. The value of investments can go down as well as up, and investors may not get back the amount invested.