Posts Tagged ‘Multi-Asset’
Growth Diversified Strategy (GDS): August 2026 Investor Update
The GDS Portfolio navigated a challenging global environment in August, marked by political uncertainty, elevated volatility, and ongoing conflict in the Middle East. Against this backdrop, the Portfolio delivered a positive return of +0.87%, with notably low volatility.
Read MoreGrowth Diversified Strategy (GDS): June 2026 Investor Update
The GDS Portfolio continued to make steady progress in June despite a demanding global environment shaped by political uncertainty, market volatility, and conflict in the Middle East. Our priorities remained clear: preserve capital, control risk, and maintain effective diversification.
Read MoreGrowth Diversified Strategy (GDS): May 2026 Investor Update
The GDS Portfolio continued to navigate a challenging global market environment in May, shaped by political uncertainty, elevated volatility, and ongoing conflict in the Middle East. Against this backdrop, our focus remained firmly on capital preservation, disciplined risk management, and maintaining a well-diversified investment approach.
Read MoreGrowth Diversified Strategy (GDS): April 2026 Investor Update
In April, the GDS Portfolio delivered a positive return of +0.6914%, while maintaining notably low volatility. Against a backdrop of considerable market turbulence, this steady performance demonstrates the strength of our risk management framework and the resilience of the portfolio’s diversified approach.
Read MoreGrowth Diversified Strategy (GDS): March 2026 Investor Update
We continue to operate in a dynamic global environment shaped by significant political developments and elevated market volatility. While such conditions challenge traditional investment approaches, they also reinforce the value of our disciplined and diversified strategy.
Read MoreGrowth Diversified Strategy (GDS): February 2026 Investor Update
February served as a reminder that markets can shift quickly when geopolitics takes center stage. The escalation of tensions involving Iran injected fresh volatility into global markets, particularly across metals and commodity markets.
Read MoreGrowth Diversified Strategy (GDS): December 2025 & Year-End Review
December marked the close of a year defined by exceptional political and market turbulence. Renewed uncertainty surrounding Donald Trump’s actions and policy direction triggered sharp shifts in investor sentiment, elevated volatility, and rapid rotations across asset classes. In this environment, capital discipline and risk control proved paramount.
Read MoreGrowth Diversified Strategy (GDS): November 2025 Performance Highlights
We continue to navigate a dynamic global environment characterised by significant political developments and elevated market volatility. While such conditions challenge traditional investment…
Read MoreGrowth Diversified Strategy (GDS): October 2025 Performance Highlights
We continue to navigate a dynamic global environment marked by significant political developments and heightened market volatility. While these conditions test traditional investment approaches, they also underscore the importance of our disciplined, diversified strategy.
Read MoreGrowth Diversified Strategy (GDS): August 2025 Performance Highlights
We continue to navigate an increasingly dynamic and complex global environment, where traditional financial investment philosophies are being tested by unpredictable political developments and heightened market volatility.
Read MoreGrowth Diversified Strategy (GDS): June 2025 Performance Highlights
We continue to navigate an increasingly dynamic and complex global environment, where traditional financial investment philosophies are being tested by unpredictable political developments and heightened market volatility.
Read MoreGrowth Diversified Strategy (GDS): May 2025 Performance Highlights
We continue to navigate an increasingly dynamic and complex global environment – one where traditional financial investment philosophies are evolving in response to rapid political developments and heightened market volatility. In this ever-changing landscape, our adaptability remains a key strength.
Read MoreGrowth Diversified Strategy (GDS): April 2025 Performance Highlights
We continue to navigate an increasingly dynamic and complex global environment, where traditional financial investment philosophies are being tested by unpredictable political developments and heightened market volatility.
Read MoreGrowth Diversified Strategy (GDS): March 2025 Performance Highlights
We continue to navigate an increasingly dynamic and complex global environment, where traditional financial investment philosophies are being tested by unpredictable political developments and heightened market volatility.
Read MoreGrowth Diversified Strategy (GDS): February 2025 Performance Highlights
Due to the collapse in digital assets and the surprising strong rally in the Euro, which caught many wrong footed, our flagship portfolio, GDS, experienced a drawdown of -2.3% for February 2025. which is the largest since inception.
Read MoreGrowth Diversified Strategy (GDS): December 2024 Performance Highlights
Our flagship portfolio, GDS, posted a modest return of +0.0734% for December 2024. The portfolio delivered a respectable year-to-date net return of +11.81%, with an average monthly net yield of +0.9841%: which is at the low end of our annual net yield target of +12-15%.
Read MoreGrowth Diversified Strategy (GDS): November 2024 Performance Highlights
Our flagship portfolio, GDS, posted a net return of +1.94% for November 2024. The portfolio has now delivered a strong year-to-date net return of +11.73%, with an average monthly net yield of +1.06%: an annual net yield target of +12-15%.
Read MoreGrowth Diversified Strategy (GDS): October 2024 Performance
Our flagship portfolio, GDS, posted a net return of +0.485% for October 2024. The portfolio has delivered a strong year-to-date net return of +9.60%, with an average monthly net yield of +0.96%: an annual net yield target of +12-15%…
Read MoreGrowth Diversified Strategy (GDS): September 2024 Performance
Our flagship portfolio, GDS, posted a net return of +1.2987% for September 2024. The portfolio has delivered a strong year-to-date net return of +9.07%, with an average monthly net yield of +1.0%: an annual net yield target of +12-15%…
Read MoreGrowth Diversified Strategy (GDS): August 2024 Performance
JP Fund Services’ flagship investment portfolio, Growth Diversified Strategy (GDS), achieved a net return of -0.642% for August 2024. Year-to-date, the portfolio has delivered a net return of +7.67%…
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