Performance Review
Please see the table above for full details.
- The good start to the year for the UK stock market continued
in February
- Compound Income Portfolio broadly in line again this month
& YTD
- Retuns behind the FTSE All Share over 1 & 2 years but
well ahead over more meaningful 3, 5 & 7+ years since
inception
Portfolio Review
Please see the Fact Sheet below for:
- Top 10 Holdings
- Top & bottom 3 contributors
- Last months transactions
- Sector exposures
Summary & Conclusion
- A good start to the year for equity markets and for the
Compound Income Scores Portfolio.
- Equity investors seem to be banking on a soft landing or a
less bad than expected recession in the US & elsewhere
given recent economic statistics.
- This has led to bond yields rising again as more rate rises
& rates staying higher for longer now seems possible.