The Monthly Income and Monthly Income and Growth Portfolios delivered returns of 1.7% and 2%, respectively, in the second quarter of 2024. Both portfolios beat their Investment Association (IA) mixed investment sector performance comparators. Our equity exposure provided the majority of returns, although both our bond and alternatives allocations also made positive contributions.
Past performance is not a guide to future performance and may not be repeated.
Investment involves risk. The value of investments may go down as well as up and investors may not get back the amount originally invested.