Fusion DFM

17/02/2021

In 2020, despite the pandemic shortfall, the portfolios’ performance has remained strong year-on-year, both in absolute terms and relative to the corresponding benchmarks. In the last four quarters, we have seen around 10% return in Active portfolios and 7% in Optima, with an outperformance compared to the benchmark of 9% and 6% respectively.

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In 2020, despite the pandemic shortfall, the portfolios performance has remained strong year-on-year, both in absolute terms and relative to the corresponding benchmarks. In the last four quarters,…

17/02/2021

Since the previous rebalance in July, all Fusion portfolios have delivered steady positive returns, varying between +1% for low-risk portfolios to +2.6% for the risky ones despite close to zero returns of the corresponding benchmarks as the markets were mostly moving sideways.

Read more here http://fusiondfm.com/rebalancing-update-and-market-comments-october-2020/?fbclid=IwAR0gKLriWd4dr8LWxZR-53i5FKxWBIxsVfhRXEQ1nzVEznIOszz1vJ-ZQU4

Since the previous rebalance in July, all Fusion portfolios have delivered steady positive returns, varying between +1% for low risk portfolios to +2.6% for the risky ones despite close to zero ret…

17/02/2021

Since the previous rebalance in April all Fusion portfolios delivered strong returns between 5% and 11% in line with their corresponding benchmarks performance, following the recent market's recovery.

Read more here: http://fusiondfm.com/rebalancing-update-and-market-comments-july-2020/?fbclid=IwAR1dumtbK1uBBgVXMoChIy-ohJIzdQ5rnPiuqF65qYb6_QSTcRdrg2mMNgU

Since the previous rebalance in April all Fusion portfolios delivered strong returns between 5% and 11% in line with their corresponding benchmarks performance, following the recent markets recover…

14/05/2020

Click the link below to read more about our latest performance review.

In this note we review the performance of Fusion Model Portfolios (MPS), both Optima and Active ranges, after the unprecedented market moves during the first quarter of 2020, comparing it against s…

04/05/2020

Read our latest rebalancing update and market comments.

Performance Overview Since the last update on the 15th of March, global markets fell even further down before starting to rebound in the last week of March. At their lowest points, equity indices w…

23/03/2020

The market selloff during this month is the sharpest market move since the 1929 crash. The shear speed of the decrease is unprecedented, but not unthinkable...

We have consistently emphasized our view on the fragility of the markets and our focus on loss mitigation. Overall, we see that Fusion’s approaches to both Global Asset Allocation and Asset Selection have played their roles in diminishing negative development.

Read our latest market commentary and performance report.


http://fusiondfm.com/market-commentaries-and-performance-review-march-2020/

Recap of what has happened The market selloff during this month is the sharpest market move since the 1929 crash. The shear speed of the decrease is unprecedented, but not unthinkable. Several mark…

24/01/2020

Since the last quarterly re-balance, while showing strong positive returns across all portfolios, the portfolios demonstrated considerable under-performance against their corresponding benchmarks. This relative under-performance was a result of our overall defensive stance, which was expressed through a large proportion of Developed Government Bonds within the total bonds allocation and selecting low volatility funds as primary instruments to implement exposure to equity markets within the portfolios. [ 743 more words ]

Since the last quarterly re-balance, while showing strong positive returns across all portfolios, the portfolios demonstrated considerable under-performance against their corresponding benchmarks.

02/01/2020

We are glad to announce that Fusion Active range of portfolios is now available on the Aviva platform. Alternative to Fusion Optima range, Fusion Active range is built through Tactical Asset Allocation and is comprised primarily of actively managed mutual funds from well-established product providers. Such an active approach to portfolio management also allows adding niche specialist managers and alternative funds to give investors access to non-traditional asset classes as alternative sources of uncorrelated investment returns.
Find out more about Fusion Managed Portfolio ranges and how it can benefit your clients - http://fusiondfm.com/portfolio-range/managed-portfolios-ranges/

08/11/2019

Since the last rebalancing, during the period between 17th of July and 14th of October, all Fusion DFM portfolios outperformed their respective benchmarks with the highest outperformance of around 0.60% recorded for more risky portfolios. The outperformance was driven by both systematic asset allocations and specific funds selection within the portfolios. Less risky portfolios performed better this quarter with Defensive portfolio gaining +0.59%. Strong pound performance one week prior to the rebalance, caused by the long-anticipated Brexit deal progress, hindered the performance of unhedged international risk assets, with the largest impact in Generation and Growth programs.

Since the last rebalancing, during the period between 17th of July and 14th of October, all Fusion DFM portfolios outperformed their respective benchmarks with the highest outperformance of around 0.60% recorded for more risky portfolios.

22/07/2019

Since the last rebalancing, during the period between April and July, all Fusion DFM portfolios outperformed their respective benchmarks, recording 4.3% to 4.8% positive performance. The outperformance was driven by both positive model asset class allocations and components/funds selection which well covered slight negative contributions from sub-benchmark (geographical) allocations. The latter was caused by disproportionately strong US returns. Asset allocation for the next quarter remains broadly the same, with slightly higher allocations towards Commodities at the expense of lower allocations to Development Government Bonds.

Since the last rebalancing, during the period between April and July, all Fusion DFM portfolios outperformed their respective benchmarks