Acorn provides access to the latest investment commentary from our Asset Manager Partners, offering timely insights into market developments, portfolio activity and the factors influencing investment decisions.
AAC DEBRIEF
The Asset Allocation Committee (AAC) recommended reducing the Absolute Return exposure in favour of Gold reflecting the metal’s changing fortunes offering more inflationary protection than paper money.
- Reduced Fulcrum Income Fund
- Reduced Aegon Global Short Dated High Yield
- Increased Shares Physical Gold
The following changes were therefore driven by market movements
- Reduced Vanguard S&P 500
- Reduced Vanguard FTSE Dev Europe ex UK (RP6)
- Increased Fidelity MSCI Japan
- Increased Xtrackers CSI 300
August Overview
Global markets delivered strong gains in August, supported by resilient economic data, robust corporate earnings and continued AI investment. The MSCI World Index rose 2.6% (in USD), with Asia and emerging market equities gaining 3.4%.....
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- This is a marketing communication. Please refer to the Prospectus, Supplements, KIDs and KIIDs for the Funds, which contain full information on the risks and detailed information on the Funds’ characteristics and objectives, before making any final investment decisions.
- Guinness Global Investors uses RBC Brewin Dolphin as an investment adviser for the Multi Asset Fund range
