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Market Update – 4 March 2021

We would like to keep you updated on the position of the financial markets throughout the covid-crisis.

Markets continued to recover up to the end of 2020, resulting in a prosperous year for growth overall, despite the drops seen in March 2020 as the covid-crisis hit. Global equities have fallen back a touch in 2021 but traditional sectors of the FTSE have continued to rally due to the success of the vaccine roll-out in the UK.

The market outlook remains positive for the long-term and the opinion is there is still more value to be gained as we move out of lockdown and economies start to rebuild over the coming months.

Check how your investments are performing

If you have existing investments or pensions you should be reviewing how these are invested and performing at this stage. A properly managed investment portfolio should be able to limit losses in volatile times and excel in the upturn. You should also be carefully assessing the amount of risk that you are taking with your investments and ensuring this is in line with your objectives and requirements.

Any person in a position to invest capital should also be assessing the opportunities available, as there are good opportunities for long-term growth with fund prices still low currently.

If you would like a free consultation, including analysis of your current investments, please contact us to arrange a call with one of our advisers.

 

Performance Figures

Below are the mixed-investment sector performance graphs to show the last 1 year and 5 years. I have also included a 10-year performance table with full details about the performances of these sectors.

  • UT Mixed Investment 0-35% shares (blue) = Cautious to Moderate Risk
  • UT Mixed Investment 20-60% shares (red) = Moderate Risk
  • UT Mixed Investment 40-85% shares (green) = Moderate to Adventurous Risk

(information gathered on 03/03/2021 using FE Analytics – prices as of close of yesterday)

1 year performance chart

 

 

 

 

 

 

 

 

 

5 year performance chart

 

 

 

 

 

 

 

 

 

10 year performance table

 

 

 

 

 

As you can see from the table and graphs above, the recovery in the past 11 months has been extremely good and we are in good profits over the past year for investments. Long term performance remains very strong.

If you would like further information or advice then please contact us via email to request a call.