Discretionary portfolio management allows us to actively and effectively safeguard your investments. This approach enables us to respond quickly to market conditions, and it’s why we were able to advance our investment committee meeting this month. We are not bound by specific timelines for making investment changes.

Instead, we take action whenever we deem it necessary. This flexibility is what sets Discretionary Management apart. In times of increased market volatility, we are diligently reviewing opportunities to ensure your portfolio is positioned as effectively as possible, regardless of the risk level. In response to recent market volatility, we advanced our August Investment Committee meeting by ten days. This proactive approach ensures we stay ahead of market movements and can make informed decisions promptly.

The current market environment presents several opportunities to capitalise on, which in our view can only be efficiently implemented via Discretionary Active Management.

Our Discretionary Managers are meticulously monitoring market signals, both to take advantage of opportunities, and to mitigate risk. Our approach includes robust plans for both scenarios. This dual scenario strategy ensures we are prepared to adapt swiftly and effectively to whatever future environment the markets bring.