INVESTMENT SUMMARY JULY 2011
We are delighted to announce that our portfolios continue to perform well despite the recent downturn and volatility in equity markets. The returns on our UK Equity, Overseas Equity and Bond Portfolios over the last 12 months were 22.4%, 19.4% and 6.2% respectively.
To see details of the past performance of our Investment Portfolios please click here.
Please note that past performance is not necessarily a guide to the future. The value of units in the funds may go down as well as up.
Should you wish to discuss our portfolios in more detail and/or other investment opportunities and whether these may be appropriate for you please contact Salvatore Avanzato, Guy Young or Patrick Day.