As ever, if you have any questions about the below research please do not hesitate to contact us.
The new funds for each Dynamic Portfolio will be listed below, or alternatively you can view the new funds on the designated Portfolio Library page.
Performance Graphs will be over their review period unless stated otherwise.
The Dynamic Portfolio’s below are sorted A-Z.
Commentary
There is one Dynamic Portfolio up for review this month:
· Dynamic Global Portfolio
Dynamic Global Portfolio
An excellent six months for the Dynamic Global Portfolio, up 23.15% against the FTSE World's 13.06%. A very comfortable outperformance as both the US and China A shares have had a strong 6 months. The portfolio is now rotating away from US exposure and spreading its wings more broadly, as momentum has thrown up Asia (primarily driven by South Korea and Taiwan), China and Europe.
Since inception (Dec '99) +1,782.35% vs FTSE World +745.02%
- Dynamic Global Portfolio
6-Month Review
Dynamic Global Portfolio: up 23.15%
FTSE World: up 13.06%
Review Period Performance Chart
Performance Table
Name | 6m | 1yr | 3yr | 5yr | Since Inception
(Dec 99) |
|---|
Dynamic Global Portfolio | 23.15 | 37.93 | 92.77 | 61.06 | 1782.35 |
FTSE World | 13.06 | 32.82 | 71.50 | 93.08 | 745.02 |
Risk Table
Name | Worst Month (Since Jul 20) | 5-Year Volatility * | 5-Year Monthly VaR ** |
|---|
Dynamic Global Portfolio | -13.57 | 15.35 | -4.80 |
FTSE World | -6.54 | 11.84 | -4.27 |
Review Table
*A measure of the size and frequency of short-term changes in the value of an investment.
**Monthly Value at Risk (VaR). A VaR of 6% means that in 19 months out of 20 you should not, on average, expect a fall in the capital value of more than 6% in any one month. The VaR of a typical UK stock market fund is 6%, for reference.
Performance data as of 31/05/2026