Monthly Commentary – August 2021 GBP

Monthly Commentary – July 2021 GBP

Monthly comment Spreads of the securities held within our fund remained relatively stable in July, despite concerns linked to the Delta variant of Covid-19 and Asian equities. We continued capturing strong income from our holdings. This, combined with the fall in...
Monthly Commentary – August 2021 GBP

Monthly Commentary – June 21 GBP

Monthly comment June was a positive month for the securities held within our fund. Spreads within our securities tightened. We believe market conditions could lead to further tightening over the summer. The European Central Bank and the Bank of England remain...
Monthly Commentary – August 2021 GBP

Monthly Commentary – May 2021 GBP

Monthly comment May was a stable month for the securities held within our portfolio. At the beginning of the month, concerns about inflation created volatility across financial markets. However, those concerns eased following comments from central bankers. In our...
Monthly Commentary – August 2021 GBP

Monthly Commentary – April 2021 GBP

Monthly comment  April was a positive month for financial markets. Increases in US interest rates paused although we did see moves higher in gilts and European rates. Our securities continued to show their resilience to those moves and once again demonstrated their...
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