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Insight – Harmony – Delivering over a Market Cycle

With the unprecedented levels of volatility witnessed since February 19th it is very tempting to focus on the short term and the effect on the investment performance whilst losing sight of the benefits of longer term investing.

The graphs herewith show Trough to Trough Market Cycle performance of the GBP, USD & EURO Harmony Funds as benchmarked against the stated targeted returns of these funds. As you can see they have exceeded target in each case, demonstrating the effectiveness of the management team and the worth of investing over the longer term.

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Insight – 7 Reasons for investors to be optimistic

In extremely volatile markets as we have seen recently, loss aversion markedly increases. This is an important psychologically concept and is encapsulated in the expression “losses loom larger than gains” (Kahneman & Tversky, 1979). It is thought that the pain of losing is psychologically about twice as powerful as the pleasure of gaining.

As an antidote, please find attached 7 Reasons for Investors to be Optimistic.

We hope that this document assists you in these turbulent times.

We are available to answer any questions that you may have. Please don’t hesitate to contact us.

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Insight – Harmony – benefits of a multi-asset approach

Harmony – benefits of a multi-asset approach i.e. minimizing downside while still benefiting from the upside.

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Insight – Sanlam AI Global Managed Risk UCITS Fund update for 2020

Following last week’s equity market sell-off on the back of markets’ concerns over the impact of the Coronavirus we thought it timely to supply you with a special update in addition to your regular monthly performance and risk statistics report.

Obviously this virus is of great concern to all, already infected thousands and claimed many lives which is a travesty, however its economic effect is not yet quantifiable and its impact till recent on capital markets have been largely muted.

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Insights – New Harmony Global Equity Fund Launched / Fact sheet ready

We are pleased to confirm the launch of the Harmony Portfolios Global Equity Fund. The Fund is invested directly in equities around the world, managed by experienced specialists. The overall portfolio is style-balanced and well-diversified across sectors and countries.

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Insights – Harmony Portfolios Fact Sheet Dec 2019

2019 proved to be a fantastic year in the financial markets with almost all major investment types posting very strong gains. Markets continued to make good progress in December, in stark contrast to the same month of the previous year. Equity markets led the way while major bond markets were mostly flat or down over the month. Emerging market equities outperformed, much of which came from the 5.8% gain for the Asia ex Japan region, while the global developed markets index returned 3.0%.

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Insights – Sanlam Managed Risk UCITS (SMR) Fund Fact Sheet Nov 2019

The fact sheet update for Sanlam Managed Risk UCITS (SMR) Fund of November 2019.

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