(PMS) Monthly Performance Update June 2017


Given our cash holdings, our ongoing generally defensive stance and the fact that global stock markets have had one of their best first two quarters in the last two decades. It might have been expected that we would have under performed the relative benchmarks.

In actuality, we have had a very strong first half of the year, in absolute and relative terms and particularly on a risk adjusted basis.

The main drivers behind this performance data are geographical allocation and our underlying fund selection.

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Old Mutual Wealth

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