Proposed Changes to Your Portfolio:

In Brief...

  • We have introduced an External Investment Adviser into our team since the start of the year and we have used this resource to further consider and analyse our current portfolio asset allocation. With a growing investment team, the options open to our portfolios are increased and we hope this will benefit our clients accordingly. 
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    From our monthly investment meeting it has been decided that an allocation to Bonds and Fixed Income Security Funds is appropriate, to allow our clients' money to work for them using long-term, lower risk investments. 

Our Reeves Independent Confidence Barometer, a major factor in our tactical asset allocation, remains negative. 
This means we believe that further volatility as experienced in 2018 and potential declines in the worlds equity markets to be a more likely scenario than a rise over the coming months. 

Impact on portfolio

Current position

2019 Aims

Comments from our recent investment meeting

Portfolio Key Details: 

Portfolio Performance:

Risk Level:

01/01/2018- 01/01/2019

Since Last Report: (07/01/19 - 30/01/19)

Cautious

-1.94%

1.82%

Balanced 

-3.83% 

1.88%

Adventurous 

-5.96%

2.31%

FTSE Allshare

-9.47%

2.41%

Individual Performance: 

  • Top 3 Performers:
  • Bottom 3 performers 

Name of fund

Since January 2018 

Since Last Report (07/01/19 - 30/01/19)  

BlackRock Frontiers Investment Trust

-10.20%

-0.73%

JP Morgan Mid Cap IT

-8.71%

7.75%

Marlborough Special Situations

-7.49%

1.38%

These funds have been named as they are the bottom performers since January 2018 based on our understanding in February 2019

Reeves Independent Confidence Meter: 

20%

The above meter represents Reeves Independent's confidence on the short term prospects of the global equity markets in the upcoming months. Please read our Market Outlook Reports on a monthly basis for more information. 


The information in this blog or any response to comments should not be regarded as final advice. Please remember that the value of your investment can go down as well as up, and may be worth less than you paid in. Information is based on our understanding at February 2019.

Data provided by FE. Care has been taken to ensure that the information is correct but Reeves Independent neither warrants,
represents nor guarantees the contents of the information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Financial Express Limited Registration number: 2405213. Website:www.financialexpress.net

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