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Creation quarterly report - September 2024 (Q3 2024)

Date: 01 November 2024

UK: Suitable for retail and professional clients.

Creation Quarterly Report 2024 Q3

Over the quarter, the Creation Portfolios delivered returns of between 2.2% for the Conservative Portfolio and 1.6% for the Adventurous Portfolio, with stronger returns from the lower risk portfolios being driven by the relative strength of fixed income markets compared to equities. Our asset allocation decisions added little to portfolio returns, with positive effects from high-yield bonds offsetting losses from our overweight to Japanese and healthcare equity.

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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.