AM&A portfolios close to full recovery in Q3

September summary

The third quarter of 2020 saw a continuation of the recovery following the dramatic falls experienced towards the end of Q1 to the extent that most of our model portfolios are close to their values at the start of the year as opposed to the FTSE 100 and All Share indices which are still showing losses of approximately 20% for the year to 30 September.

This again reinforces our buy and hold strategies with maximum diversification, both regionally and by asset class, which have served investors well through both the current turbulent markets and for the last 12 years including the financial crisis in 2008/9.

David Marks, Head of Investments at AM&A, comments on a recent client case: “I have just been reviewing a portfolio for clients with a fairly adventurous risk profile where, despite the turbulent year to date and the fact that approximately 20% of their assets are in high risk Inheritance Tax mitigation funds, their investments had returned to their 2020 starting levels by the end of Q3.

By comparison, their self-invested blue-chip UK equity portfolio had fallen by almost 25% over the same period.

Over the last 10 years, our Adventurous client portfolio, with a risk rating of only 70% of the  FTSE 100% index, has returned more than 2.5 times the return of the FTSE 100% index.

A resounding endorsement of AM&A’s diversified model portfolio strategy.”

Our Model Portfolio Performance Data for September can be viewed here: AM&A Model Portfolios – September 2020.

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.  Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances. The value of tax reliefs depends on your individual circumstances. Tax laws can change. The Financial Conduct Authority does not regulate tax or trust advice.