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Portfolio Strategy Unpacked in Our New PodcastYour insight into how markets are evolving, what it means for portfolios, and how our research-led approach drives decision-making.Each quarter, we'll break down performance trends, reflect on our fund selection, review changes we've made to our portfolios, and share our forward-looking views. We'll also dive deeper into key market themes, from global currency dynamics to sector opportunities — all through the lens of the rigorous research that underpins our strategy. Our approach is grounded in detailed, hands-on research and manager engagement — meeting with fund houses, monitoring market signals, and adjusting our portfolios to reflect both risk and opportunity. 'Fixed income markets have been quite interesting. Gilts started to perform OK on a relative basis and shorter dated fixed income has continued to outperform, which has been really good for us.' 'The main positive was Jupiter gold and silver - we have a small weighting across a large number of our portfolios. The fund is up over 30% year to date so that’s been a significant contributor to our performance and a differentiator potentially for some portfolios out there.' |
Important NoticeThis is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and investors may get back less than they invest. RSMR MPS is provided by RSMR Portfolio Services Limited. RSMR Portfolio Services Limited is a limited company registered in England and Wales under Company number 07137872. Registered office at Number 20, Ryefield Business Park, Belton Road, Silsden BD20 0EE, RSMR Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority under number 788854. RSMR is a registered trademark. |
