Proposed Changes to Your Portfolio:

In Brief...

Throughout August, the UK has been returning to some sort of normality with the public flooding back to pubs and restaurants for the ‘eat out to help out’ scheme. This movement has been positively reflected in the economic data but there is still a long way to go in terms of a recovery. The FTSE 100 has delivered little progress either way this month although within that various individual stock movements have been significant. The level is now basically at the level it occupied back in May.

The Reeves Investment Team has been using this time to consolidate research on the underlying assets in the portfolios. All asset classes can usually be expected to perform in various ways depending on the stage of economic cycle. It is therefore important to understand the positioning of the various assets held to ensure that they are relevant for the prevailing economic climate.

September 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 (28/07/20-24/08/2020)

TR Property

-24.69%

7.51%

Scottish Mortgage Investment Trust

61.11%

5.74%

JP Morgan European Smaller Companies 

3.49%

5.42%

This based on our understandings as of August 24th 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 August 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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