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SWM ETF portfolio fact sheets, October 2020: major outperformance in market correction In a month where global equities lost over 2%, SWM’s ETF portfolios with ESG focus saw only minor declines. [...]

Secure Wealth’s equity ETF portfolio was up 1.0% in May, outperforming global equities which were flat on the month. All the other ETF portfolios performed largely in line with their benchmarks. [...]

Staying defensive We are pleased to share the latest edition of our Investment Insights. We advised several of our clients to move from our growth ETF portfolio to our conservative ETF portfolio [...]

Secure Wealth’s ETF portfolios have outperformed their benchmarks month-to-date, even as equities have sold-off sharply due to concerns over global growth and US corporate earnings. [...]

When you become a client of Secure Wealth Management, apart from the obvious long-term investment and cost benefits, there is another opportunity available: you can use your underlying ETF [...]

All SWM portfolios added to their March gains last month. Year-to-date, the SWM fixed-income portfolio is up 6.0% and slightly ahead of the benchmark. The SWM conservative and balanced ETF [...]

Overextended US equities We are pleased to share the latest edition of our Investment Insights. Global equities have risen strongly despite a sharp pullback at the start of the year. We believe [...]

Assets in European listed exchange-traded funds and exchange-traded products hit a record high of $522bn in the first three months of the year, according to data from consultancy ETFGI. The [...]

Year-to-date, the SWM conservative and balanced ETF portfolios are up 0.3% and down 0.6% respectively, outperforming their benchmarks by 0.8% and 1.6% respectively. In February, the SWM growth, [...]

Smart Beta ETFs – fab or fad?     We are pleased to share the latest edition of our Investment Insights: We have seen a recovery in equity markets month-to-date, with the MSCI All [...]