Info Sheet BC USD March
Overview The Vanilla Funds Blue Chip Portolio looks to invest in US listed stocks and is actively managed, selecting from sectors that offer the most promising long-term performance. The weightings and selections of the stocks will be determined on an ongoing basis,...
Info Sheet Blue Chip USD Feb
Overview The Vanilla Funds Blue Chip Portolio looks to invest in US listed stocks and is actively managed, selecting from sectors that offer the most promising long-term performance. The weightings and selections of the stocks will be determined on an ongoing basis,...
Commentary December 2024
Blue Chip Portfolio USD Monthly Commentary – Dec 1st, 2024 SummaryIt may have only been 4 weeks since the last market commentary was penned, but it would be an understatement to say that Donald Trump’s clean sweep in the US election has reset the macro-economic...
Info Sheet – December 2024
December 2024Overview The Vanilla Funds Blue Chip Portolio looks to invest in US listed stocks and is actively managed, selecting from sectors that offer the most promising long-term performance. The weightings and selections of the stocks will be determined on an...
Info Sheet – November 2024
November 2024Overview The Vanilla Funds Blue Chip Portolio looks to invest in US listed stocks and is actively managed, selecting from sectors that offer the most promising long-term performance. The weightings and selections of the stocks will be determined on an...
Commentary – November 2024
Blue Chip Portfolio USD Monthly Commentary – Nov 1st, 2024 Summary October was a challenging month for markets, with both bonds and equities experiencing losses. It was the weakest month for global bonds since September 2022, driven by stronger-than-expected economic...
Info Sheet – October 2024
Overview The Vanilla Funds Blue Chip Portolio looks to invest in US listed stocks and is actively managed, selecting from sectors that offer the most promising long-term performance. The weightings and selections of the stocks will be determined on an ongoing basis,...
Commentary – October 2024
SummaryYet again, as with the first few trading days of August, the start of September proved to be very volatile as events in the US and across the world turned the market sentiment negative. This time it would be an actual 50 basis point cut in US interest rates by...
Commentary – September 2024
SummaryWhile August is often a month where seasoned investors expect some surprises, the last four weeks brought more than its fair share of market turmoil. Given the length of the continued positive run for the S&P 500 Index, perhaps it wasn’t so surprising that...
Info Sheet – September 2024
Overview The Vanilla Funds Blue Chip Portolio looks to invest in US listed stocks and is actively managed, selecting from sectors that offer the most promising long-term performance. The weightings and selections of the stocks will be determined on an ongoing basis,...