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WealthSelect Managed Blend quarterly reports - Review of Q2 2025

Date: 30 June 2025

Performance review

When we consider all that was thrown at the world and markets in the second quarter –′Liberation Day′, the significant escalation in the Middle East, continued fighting in Ukraine – it is not surprising that there was a heightened level of volatility in the period. As the quarter progressed, and economic data remained resilient, stock markets made a roaring comeback. Through the noise we stayed calm and kept in close contact with the underlying managers to understand the impact that was being felt in the holdings in your portfolios. This allowed the portfolios to post a positive return over the quarter.

Portfolio managers

Stuart Clark

Portfolio Manager

Helen Bradshaw

Portfolio Manager

Bethan Dixon

Portfolio Manager