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Confirm Your Consent
Your Investment Changes
You're almost done! To confirm this change please complete the form below. The change will then be actioned by a member of our dedicated investment team.
See our rational below.
Once processed, all updates will be reflected within your portfolio over the coming working days. We appreciate your prompt co-operation in helping us to ensure your portfolio remains best positioned.
If you have any queries in the meantime, please do feel free to get back in touch and we will be happy to assist.
Our Top Line Advice is to:
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Decrease Cash
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Increase Defined Return Strategies
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Decrease UK Growth Equities
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Increase Global Equities
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Increase US Smaller Companies
Why We’re Making This Change
1. Cash
The Reeves Investment Committee feels that whilst conflict in the middle east has made things uncertain, over the longer term interest rates have now peaked. Capital is better positioned within diversified assets capable of delivering long-term real returns.
2. UK Equities
Structural economic challenges and a limited universe of high-growth businesses suggest capital may be more effectively deployed elsewhere. UK equity markets continue to offer attractive dividend yields however, and the UK markets significant exposure to energy, financials and commodities can provide resilience during periods of geopolitical or inflationary uncertainty.
3. US Smaller Companies
Smaller companies within the United States are well positioned to benefit from the reshoring of supply chains and domestic economic activity. Valuations within this segment remain more attractive than those of large-cap peers, offering the potential for superior long-term growth.
4. Global Equities
From a global perspective we see compelling opportunities within the value style, particularly across parts of Europe and Asia where valuations remain attractive relative to the United States, offering greater scope to compound returns.
5. Defined Return / Structured Equity Strategies
Strategies designed to deliver defined or outcome-based returns can provide more predictable return profiles across different market environments. These approaches can help dampen portfolio volatility while still participating in equity-linked returns.
Important information
The value of your investment and any income from it could fall or rise, and you may not get back the full amount you invest.
Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.