Proposed Changes to Your Portfolio:

Over the month of May the impact of the coronavirus pandemic on the markets has been our prime focus. The Investment team has worked  to add value to the portfolio by identifying assets which may be in better positions to benefit from a recovery in the markets. However, we do appreciate that the threat of another market drop is significant, and we have been mindful to move away from those sectors we think could suffer.

Tactical

Tactical clients have seen multiple changes this year, with the V20B change capitalizing on the low valuations of the market as a whole. We have since made defensive changes for Balanced and Cautious clients to safeguard the profits made, while the Adventurous has remained invested as per the attitude to risk.

Core

Our Core strategy is based upon following the UK Advisor Index  and we aim to alter the asset allocation once a year We have exercised our option to invest a little bit more adventurously than the previous year’s asset allocation due to the recent fall in the equity markets. Our new V20A Core portfolios reflect this cautious optimism for recovery with a slightly higher exposure to their current equity holdings.


June 2020 Aims 

Market round-up 

Portfolio Key Details: 

Individual Fund Performance: 

  • Top 3 Performers:
  • Bottom 3 performers 

Name of fund

Since January 2020 

Since Last Report (28/04/20-25/05/2020)

Scottish Mortgage Investment Trust

25.65%

12.70%

Jupiter Financial Opportunities

1.70%

10.68%

Janus Henderson Global Technology

11.14%

9.87%

This based on our understandings as of May 25th 2020. Data sourced from FE analytics.

Reeves Independent Confidence Meter: 

15%

The above meter represents our 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 May 2020.

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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