NEWS

SWM ETF portfolio fact sheets December 2019: a record year of outperformance Secure Wealth’s ETF portfolios rounded off a year of record performance for 2019, with portfolios up between 27% [...]

SWM ETF portfolio fact sheets November 2019: ongoing outperformance Secure Wealth’s ETF portfolios performed slightly below benchmarks in November 2019, mainly due to weakness in precious metals [...]

SWM ETF portfolio fact sheets October 2019: ongoing outperformance Secure Wealth’s ETF portfolios performed in-line with benchmarks in October 2019 and are showing outperformance of between 4% [...]

SWM ETF portfolio fact sheets September 2019: ongoing outperformance Secure Wealth’s ETF portfolios performed in-line with benchmarks in September 2019 and are showing outperformance of between [...]

precious metals boost SWM ETF portfolios in August 2019 Secure Wealth’s ETF portfolios performed in-line with benchmarks in August 2019 and are showing outperformance of between 3.3% and 6.4% [...]

locking in strong gains, paring back equities We are pleased to share the latest edition of our Investment Insights. At the start of 2019, following the sharp correction of Q4 2018, we [...]

SWM ETF portfolio fact sheets July 2019: major outperformance continues Secure Wealth’s ETF portfolios yet again outperformed benchmarks in July 2019 and are now showing outperformance of between [...]

SWM ETF portfolio fact sheets June 2019: major outperformance continues Secure Wealth’s ETF portfolios outperformed benchmarks by 1%-1.4% during June 2019 and are now showing outperformance of [...]

SWM ETF portfolio fact sheets May 2019: another month of strong outperformance Secure Wealth’s core multi-asset ETF portfolios outperformed benchmarks by 1%-2% during May 2019 and are now showing [...]

further strong outperformance for SWM ETF portfolios in April 2019 SWM ETF portfolios added up to 3.6% additional performance in April 2019, taking year-to-date performance to almost 17% for our [...]

further gains for all SWM ETF portfolios in March 2019 SWM ETF portfolios added up to 1% additional performance in March 2019, taking year-to-date performance to almost 13% for our growth and [...]

strong performance for SWM ETF portfolios in February 2019 February 2019 was a strong month for SWM’s ETF portfolios, with gains of between 1.4% and 4%, and outperformance in every ETF strategy [...]