The 12 months to 31 March 2021 represented the best year for equity investors in more than a decade. One year ago, stock markets were depressed by fears of Covid-19 and the economic lockdowns that were being introduced in many countries. Then, as governments and central banks announced economic support measures, investor confidence improved and markets staged a recovery. This rally was reinforced by the development of effective vaccines against the virus and the results of the US elections in November 2020.
Given the positive backdrop, it is no surprise that we are reporting strong returns from our model portfolios. Over 12 months to the end of March, the biggest factor differentiating the performance of our various models is their weighting to equities. Our Long Term Equity Only model, which is our most aggressive, returned 41.5% over the period, while our most conservative model, Wealth Preservation Cautious (holding just 23.5% in equities), returned 14.2%.
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