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DFM Monthly Bulletin: September 2022
Take a look at what is happening in this month’s markets and how it’s affecting performance with Portfolio Manager, Melvyn Lloyd.
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Market Indices
Source: Morningstar
Performance of the INN8 Invest models
The launch date for solutions is 1 January 2022, and any performance prior to this is modelled using actual historical returns of the underlying portfolios as at inception for illustrative purposes.
Source: Morningstar
When we build solutions for clients, we spend a lot of time analysing various aspects of them including the manager mix. We do this to ensure the solutions we build are highly diversified and have right exposure to aggressive and defensive managers.
Click below for our latest model fact sheets:
Notable performers for August