Investment Performance

We believe that a key strength of Dewhurst Torevell is its investment research capability.

The company carries out a continuous appraisal of funds used and funds which might be used. All senior staff play a part in the research process and take responsibility for reviewing and analysing key market areas and specific funds. This research is used to update our in-house views on key asset classes and to select funds for inclusion in our clients’ portfolios.

Here you can download the latest summaries of our views on asset classes and fund performance.

Downloads

Monthly Market Monitor (Sept 2017)
Monthly Market Monitor (Aug 2017)
Monthly Market Monitor (July 2017)
Monthly Market Monitor (June 2017)
Monthly Market Monitor (May 2017)
Monthly Market Monitor (Apr 2017)
Monthly Market Monitor (Mar 2017)
Monthly Market Monitor (Feb 2017)
Monthly Market Monitor (Jan 2017)
Asset Class & Investment Outlook (Q1 2017)

Archive (2016)

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Monthly Market Monitor (Dec 2016)
Monthly Market Monitor (Nov 2016)
Monthly Market Monitor (Oct 2016)

Asset Class & Investment Outlook (Q4 2016)

Monthly Market Monitor (Sept 2016)
Monthly Market Monitor (Aug 2016)
Monthly Market Monitor (July 2016)

Asset Class & Investment Outlook (Q3 2016)

Major Indices – Performance Report (July 2016 – Local Currency)
Major Indices – Performance Report (July 2016 – GBP)

Major Indices – Performance Report (June 2016 – Local Currency)
Major Indices – Performance Report (June 2016 – GBP)

Major Indices – Performance Report (May 2016 – Local Currency)
Major Indices – Performance Report (May 2016 – GBP)

Asset Class & Investment Outlook (Q2 2016)

Update: Stewart Investors Asia Pacific Leaders Fund (Apr 2016)

Major Indices – Performance Report (April 2016 – Local Currency)
Major Indices – Performance Report (April 2016 – GBP)

Major Indices – Performance Report (March 2016 – Local Currency)
Major Indices – Performance Report (March 2016 – GBP)

Major Indices – Performance Report (February 2016 – Local Currency)
Major Indices – Performance Report (February 2016 – GBP)

Asset Class & Investment Outlook (Q1 2016)

Major Indices – Performance Report (January 2016 – Local Currency)
Major Indices – Performance Report (January 2016 – GBP)

Archive (2015)

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Major Indices – Performance Report (December 2015 – Local Currency)
Major Indices – Performance Report (December 2015 – GBP)

Major Indices – Performance Report (November 2015 – Local Currency)
Major Indices – Performance Report (November 2015 – GBP)

Asset Class & Investment Outlook (Q4 2015)

Major Indices – Performance Report (October 2015 – Local Currency)
Major Indices – Performance Report (October 2015 – GBP)

Major Indices – Performance Report (September 2015 – Local Currency)
Major Indices – Performance Report (September 2015 – GBP)

Major Indices – Performance Report (August 2015 – Local Currency)
Major Indices – Performance Report (August 2015 – GBP)

Major Indices – Performance Report (July 2015 – Local Currency)
Major Indices – Performance Report (July 2015 – GBP)

Asset Class & Investment Outlook (Q3 2015)

Major Indices – Performance Report (June 2015 – Local Currency)
Major Indices – Performance Report (June 2015 – GBP)

Major Indices – Performance Report (May 2015 – Local Currency)
Major Indices – Performance Report (May 2015 – GBP)

Asset Class & Investment Outlook (Q2 2015)

Major Indices – Performance Report (Apr 2015 – Local Currency)
Major Indices – Performance Report (Apr 2015 – GBP)

Major Indices – Performance Report (Mar 2015 – Local Currency)
Major Indices – Performance Report (Mar 2015 – GBP)

Major Indices – Performance Report (Feb 2015 – Local Currency)
Major Indices – Performance Report (Feb 2015 – GBP)

Major Indices – Performance Report (Jan 2015 – Local Currency)
Major Indices – Performance Report (Jan 2015 – GBP)

Asset Class & Investment Outlook (Q1 2015)

Archive (2014)

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Major Indices – Performance Report (Dec 2014 – Local Currency)
Major Indices – Performance Report (Dec 2014 – GBP)

Major Indices – Performance Report (Nov 2014 – Local Currency)
Major Indices – Performance Report (Nov 2014 – GBP)

Major Indices – Performance Report (Oct 2014 – Local Currency)
Major Indices – Performance Report (Oct 2014 – GBP)

Asset Class & Investment Outlook (Q4 2014)

Major Indices – Performance Report (Sept 2014 – Local Currency)
Major Indices – Performance Report (Sept 2014 – GBP)

Prospects for UK Dividend Growth in 2014

Major Indices – Performance Report (Aug 2014 – Local Currency)
Major Indices – Performance Report (Aug 2014 – GBP)

Asset Class & Investment Outlook (Q3 2014)

Major Indices – Performance Report (July 2014 – Local Currency)
Major Indices – Performance Report (July 2014 – GBP)

Major Indices – Performance Report (June 2014 – Local Currency)
Major Indices – Performance Report (June 2014 – GBP)

Major Indices – Performance Report (May 2014 – Local Currency)
Major Indices – Performance Report (May 2014 – GBP)

Asset Class & Investment Outlook (Q2 2014)

Major Indices – Performance Report (Apr 2014 – Local Currency)
Major Indices – Performance Report (Apr 2014 – GBP)

Major Indices – Performance Report (Mar 2014 – Local Currency)
Major Indices – Performance Report (Mar 2014 – GBP)

Major Indices – Performance Report (Feb 2014 – Local Currency)
Major Indices – Performance Report (Feb 2014 – GBP)

Asset Class & Investment Outlook (Q1 2014)

Major Indices – Performance Report (Jan 2014 – Local Currency)
Major Indices – Performance Report (Jan 2014 – GBP)

Archive (2013)

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Major Indices – Performance Report (Dec 2013 – Local Currency)
Major Indices – Performance Report (Dec 2013 – GBP)

Major Indices – Performance Report (Nov 2013 – Local Currency)
Major Indices – Performance Report (Nov 2013 – GBP)

Asset Class & Investment Outlook (Q3 2013)

Major Indices – Performance Report (Oct 2013 – Local Currency)
Major Indices – Performance Report (Oct 2013 – GBP)

Please note that the views expressed in these articles reflect the views of the authors themselves and should not be taken as investment advice in isolation. If you want to discuss these articles or any of the points raised please call us on 0161 281 6400.