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  • Home
  • Fusion
    • About Fusion
    • Investment Philosophy
  • For Advisers
    • Your Clients
    • Our Approach
    • Why Fusion
  • Portfolio Services
    • Fusion Portfolios
    • Asset Allocation Approach
  • Knowledge Centre
    • Resources
    • Document Library
    • Frequently Asked Questions
  • Insights
  • Contact
REBALANCING UPDATE AND MARKET COMMENTS: January 2021
15 Jan

REBALANCING UPDATE AND MARKET COMMENTS: January 2021

In 2020, despite the pandemic shortfall, the portfolios performance has remained strong year-on-year, both in absolute terms and relative to the corresponding benchmarks. In the last four quarters, we have seen around 10% return in Active portfolios and 7% in Optima, with an outperformance compared to the benchmark of 9% and 6% respectively.

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REBALANCING UPDATE AND MARKET COMMENTS: October 2020
27 Oct

REBALANCING UPDATE AND MARKET COMMENTS: October 2020

Since the previous rebalance in July, all Fusion portfolios have delivered steady positive returns, varying between +1% for low risk portfolios to +2.6% for the risky ones despite close to zero returns of the corresponding benchmarks as the markets were mostly moving sideways.

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REBALANCING UPDATE AND MARKET COMMENTS: July 2020
22 Jul

REBALANCING UPDATE AND MARKET COMMENTS: July 2020

Since the previous rebalance in April all Fusion portfolios delivered strong returns between 5% and 11% in line with their corresponding benchmarks performance, following the recent markets recovery.

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Performance Review: April 2020
30 Apr

Performance Review: April 2020

In this note we review the performance of Fusion Model Portfolios (MPS), both Optima and Active ranges, after the unprecedented market moves during the first quarter of 2020, comparing it against selected benchmarks and wider industry offerings.

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REBALANCING UPDATE AND MARKET COMMENTS: April 2020
29 Apr

REBALANCING UPDATE AND MARKET COMMENTS: April 2020

Since the last update on the 15th of March, global markets fell even further down before starting to rebound in the last week of March. At their lowest points, equity indices were down between -30% and -40% from the start of the selloff, with both corporate bonds and commodities also in disarray.

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Market Commentaries and Performance Review – March 2020
20 Mar

Market Commentaries and Performance Review – March 2020

Recap of what has happened The market selloff during this month is the sharpest market move since the 1929 crash....

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REBALANCING UPDATE AND MARKET COMMENTS: January 2020
24 Jan

REBALANCING UPDATE AND MARKET COMMENTS: January 2020

Since the last quarterly re-balance, while showing strong positive returns across all portfolios, the portfolios demonstrated considerable under-performance against their corresponding benchmarks.

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REBALANCING UPDATE: November 2019
08 Nov

REBALANCING UPDATE: November 2019

Since the last rebalancing, during the period between 17th of July and 14th of October, all Fusion DFM portfolios outperformed their respective benchmarks with the highest outperformance of around 0.60% recorded for more risky portfolios.

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REBALANCING UPDATE: July 2019
22 Jul

REBALANCING UPDATE: July 2019

Since the last rebalancing, during the period between April and July, all Fusion DFM portfolios outperformed

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MONTHLY UPDATE: May 2019
06 Jun

MONTHLY UPDATE: May 2019

All Fusion portfolios held up well in the difficult market conditions in May with the stock markets down by around 5%.

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Fusion Asset Management LLP

Fusion Asset Management LLP, registered in England and Wales (OC308197) at 8-10 Great George Street, London SW1P 3AE. Fusion Asset Management LLP is authorised and regulated by the Financial Conduct Authority (401334). Investment involves risk. The value of investments, and the income generated, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

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