Multi-Asset Fund Range - March 2026 Update
In this video, James Mee and Matthew Parkinson provide an update on the performance of the multi-asset fund range over Q1 and outline how the team has navigated a more volatile market backdrop.
They highlight that, despite a shift from a ‘Goldilocks’ environment to one of gridlock, the funds delivered resilient returns, outperforming global equities, gilts, and the broader peer group. The quarter was shaped by geopolitical tensions, including the Iran conflict, which triggered a significant supply shock in oil markets and drove a sharp rise in Brent crude prices, creating a more inflationary environment with potential pressure on real incomes.
In response, the team actively adjusted asset allocation, initially reducing equity risk before selectively increasing exposure, while also adding to oil-related positions, initiating investments in ride-hailing and defence companies, and refining gold allocations. Strong contributions came from holdings such as Shell, GE, Lenovo, and CATL, while some weakness was seen in names like Microsoft and IHI.
Overall, the funds remain well-diversified and positioned to navigate inflationary pressures while continuing to focus on long-term outcomes.
Watch the full update for more details.
Past performance is not a reliable indicator of future results. The value of investments and the income derived from them may rise as well as fall, and investors may not get back the amount originally invested. Capital security is not guaranteed.
This material is provided for informational purposes only and does not constitute investment advice or a recommendation. It should not be considered an offer to buy or sell any financial instrument or security. Any investment should be made based on a full understanding of the relevant documentation, including a private placement memorandum or offering documents where applicable. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without prior written permission from W1M Wealth Management Limited.
Copyright © 2025 W1M Wealth Management Limited.
