Quarterly Review Q3 2024 - Balanced - Flipbook - Page 17
Get in touch
Whether you have questions about your portfolio, need assistance
with your investments, or simply want to touch base, our dedicated
team is readily available to support you.
Don’t hesitate to reach out to us through any of the following
channels:
www.YOU-Asset.co.uk
0345 241 5376
enquiries@YOU-Asset.co.uk
Important information
All data provided by Investment Fund Services Limited (IFSL) is correct as at 31st December
2024. The IFSL YOU Multi-Asset Blend Balanced Fund was launched on 22nd July 2019.
It’s crucial to understand that past performance does not predict future returns, and
the value of investments can change, potentially resulting in not recovering the initial
investment.
Investment performance is subject to 昀氀uctuations due to changes in currency rates and
market conditions, especially for funds invested in international markets or different
currencies. The Investment Asset Allocation Committee may adjust asset allocations
in response to market evaluations, which could affect portfolio performance. Also,
performance 昀椀gures may not align with individual experiences if there were changes in
portfolio investment during the quarter.
Be aware that in昀氀ation can impact the future value of capital, and investments focused
on speci昀椀c sectors or regions are generally riskier. Additionally, investments in emerging
markets or smaller companies are subject to higher volatility and risks. Lastly, the
performance of funds can vary signi昀椀cantly based on the timing of investment switches.
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