Hi Daniel,
As promised, I said I’d get back today on your question above.
Although InvestEngine portfolios are designed for investment horizons longer than 6 months we appreciate the return you have experienced so far has fallen short of your expectations.
This year, financial markets have come under several pressures, mainly inflation and all the other factors highlighted in the content put out by the investment team. 2022 has so far presented a sell-off in both equities in bonds which has not been seen for a while, our equity benchmark is down 18.6% on the year and our fixed-income benchmark is down 15.0%. Although not ideal, your portfolio remains ahead of the respective composite benchmark by over 5%.
Our investment team continues to monitor markets and their investment decisions combined have preserved your capital a little more than being invested in their global benchmarks directly.
We will be posting more information shortly; in the meantime, please make sure to read a recent post from the investment team in the community, which you can find here
Please let me know if I can help with anything else.
Mark