Multi-Asset Fund Range - September 2025 Update

9 Oct 2025|5 min read
Gabrielle Park, CFA
Assistant Fund Manager

In this video, Gabrielle Park, Assistant Fund Manager, recaps September 2025 performance for W1M’s Multi-Asset Funds.

Q3 saw strong risk asset performance, led by AI-driven tech and resilient US equities, despite political uncertainty and now, a US government shutdown. US yields edged lower on growth concerns, while UK bonds struggled with persistent inflationary pressures. Our funds performed strongly, all in the top quartile and it was pleasing to see AUM across the range surpass £1bn. Equities delivered the bulk of performance, notably CATL and Alphabet, while Hitachi detracted. Within Fixed income long-duration gilts were a headwind, offsetting positive credit contributions. Alternatives added value, especially commodities, with gold rallying. We remain slightly overweight equities and alternatives and the expense of fixed income. Liquidity and growth indicators are supportive, but inflation and employment risks persist. Rate cuts are expected, potentially broadening growth. 

Watch the full update for more details.

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