We recently held our charity investment fund conference to review the funds’ performance, market developments, and the evolving landscape for charity investors. The session highlighted the drivers shaping portfolio returns and the importance of maintaining a disciplined, long-term investment approach.
Despite volatile market conditions, particularly around the period following April’s Liberation Day, global equities, alternatives and especially gold produced strong returns, with evidence of companies delivering resilient operational performance, even if this was not fully reflected in share price performance.
For those who were unable to attend, you can watch the recording below: