Despite the volatility in equity markets over the last quarter, valuations are up slightly and the mix of defensive and growth assets remains largely unchanged and for this reason the rebalance trading activity on the portfolio has been minimal.
Despite the volatility in equity markets over the last quarter, valuations are up slightly and the mix of defensive and growth assets remains largely unchanged and for this reason the rebalance trading activity on the portfolio has been minimal.
The value of investments, and the income derived from them, can fall as well as rise. You may get back less than invested. Past performance is not a reliable guide to future returns.