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Global markets endured their worst monthly sell off since the inception of lockdown restrictions back in March 2020, as the FTSE All-World Total Return USD Index declined 4.8%.
The I class USD Global Growth Fund grew 2.8%, the USD Global Balanced Fund climbed 1.8%, while the Sterling Asset Management Fund climbed 1.2%.
Global markets climbed even higher in August as the FTSE All-World Index rose 2.5% over the month after increasing 0.7% the previous month, as liquidity conditions remain relatively supportive.
Global markets took another leg higher in April, as the FTSE All-World Index climbed 4.4% after rising 2.9% the previous month.
The market continued its upward trend in March as the FTSE All-World Index climbed 2.8%, after rising 2.4% in February.
The Global Growth Fund climbed 1.9% in February, well above its benchmark of 1.2%.
Further liquidity was injected into markets over the month as evidenced by the most recent US M2 money supply data expanding a further 0.5% after rising 1.3% in December.
Equity markets continued to gain further traction in December as investors remained emboldened by vaccine news.
Unwinding of election risk and positive vaccine news took centre stage in November, with the MSCI World Index surging 12.8% over the month.
Our Global Multi Asset Funds consolidated in line with expectations given the market pullback amid US election jitters with the Global Growth Fund falling by 1.5% in October, albeit marginally better than the USD Global Growth Composite of a 1.7% decline.
Ashburton Global Multi Asset Funds continued to gain ground over the third quarter, building on the markets’ rebound from the second quarter, although eased back in September.
Equities rose firmly in August, with the FTSE All World TR Index registering a gain of 6.24%. Increasing interest in cyclical sectors was evident during the month.
The US dollar continued to slide, losing over 4% in July, as the ramifications of enormous stimulus, both monetary and fiscal, weighed on the currency.
The Ashburton Global Multi-Asset Fund range delivered a positive performance during the second quarter, with the Global Growth Fund rising 2.4%, the Global Defensive Fund up 1.4% and the Sterling Asset Management Fund delivering 1.3%.
In line with the continued positive move in equity markets, the multi-asset funds delivered another positive month.
Global equity markets were buoyed by optimism that the worst of the Covid-19 pandemic was over, as the rate of new cases of infection declined in most countries. The notable exception was in the USA where total cumulative cases passed the one million mark.
The United States (US) feels the pain, as initial jobless claims first hits 3.3 million and then doubles to 6.6 million by end of March, indicating as the extent of the economic slowdown begins to show
The Coronavirus contagion into real economic activity points to dramatic slowdown and global equity markets subsequently decline dramatically with FTSE All World Index down 8.2% in February
The Coronavirus strikes fear into equity markets with the S&P 500 posting the first negative month since August 2019, falling 0.2%.
Equity markets continue with positive gains, with the MSCI All Countries Index rising another 3.4% in December, bringing the return for 2019 to 24.0%
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