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Creation quarterly report - March 2024 (Q1 2024)

Date: 15 May 2024

UK: Suitable for retail and professional clients.
1 minute read

Creation Quarterly Report 2024 Q1

The Creation Portfolios delivered returns ranging from 1.5% for the Creation Conservative Portfolio to 6.6% for the Creation Adventurous Portfolio. Thanks to the strength of equity markets during the period, the higher-risk portfolios outperformed, in line with their higher respective allocations to stock markets. All of the Creation Portfolios outperformed their respective Investment Association (IA) comparators thanks to a combination of strong manager selection among our equity holdings and robust performance from some of our alternatives holdings.

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The information provided in this article is not intended to offer advice.

It is based on Quilter's interpretation of the relevant law and is correct at the date shown. While we believe this interpretation to be correct, we cannot guarantee it. Quilter cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained in this article.