In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.
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
Global stocks have had a strong six months, with the FTSE World Index rising just over 11%. Our Dynamic Global Portfolio delivered a solid 9% return over the same period, slightly trailing the index but maintaining steady performance.
Since inception in December 1999, this portfolio is up an impressive 1,291%, which is 2.3x the index.
While not the top-performing portfolio in our Dynamic range, it offers a well-balanced exposure to global funds. This diversification has been evident in the selection of funds over the past six months, as well as the lineup for the next six months.
This month sees all three funds in the portfolio change:
- The US remains dominant again with one small-cap and one large-cap fund.
- The UK fund exits, making way for Japan which has rebounded strongly since the end of October.
- Dynamic Global Portfolio – June/Dec
-
6-Month Performance
Dynamic Global Portfolio: up 9.00 %
FTSE World Index: up 11.18 %
Review Period Performance Chart
Performance Table
|
Name
|
6m
|
1yr
|
3yr
|
5yr
|
Since Inception
(Dec 99)
|
|
Dynamic Global Portfolio – Jun/Dec
|
9.00
|
33.08
|
16.69
|
73.18
|
1291.13
|
|
FTSE World Index
|
11.18
|
27.21
|
33.15
|
83.38
|
554.66
|
Risk
|
Name
|
Worst Month
|
5 Year Volatility *
|
5-Year Monthly VaR**
|
|
Dynamic Global Portfolio – Jun/Dec
|
-14.20
|
15.79
|
-6.78
|
|
FTSE World Index
|
-12.52
|
13.11
|
-5.17
|
Review
Performance data as of 30/11/2024
*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.