Dec-24: Insights

​Read the latest Avastra Fund insights on Markets, Equities, Bonds and Alternatives for December 2024.

December 2024 Update

​​For UK professional investors only 

MARKETS

​Equity markets had a tepid month, following a very strong year, driven once again by the strength of US equities.

Stickier inflation and the prospect of shallower rate cuts rattled bond markets.

Ongoing conflict in Ukraine and increased conflict in the Middle East means geopolitical risks remain.

EQUITIES

​The VT Avastra Global Equity Fund returned -1.99% for the month and is +13.67% YTD.

• There were no changes made to the allocations of the fund. 

The fund provides a “4-in-1” active allocation strategy across Regional, Sector, Factor and Manager strategies.

BONDS

​The VT Avastra Global Fixed Income Fund returned -0.77% for the month and is +0.39% YTD.

• There were no changes made to the allocations of the fund. 

The fund provides an active allocation approach to managing duration and credit quality exposure within the Bond sector.

ALTERNATIVES

​The VT Avastra Global Alternatives Fund returned -1.80% for the month and is +8.08% YTD.

• There were no changes made to the allocations of the fund. 

The fund provides both asset-based and risk-based diversification, as an alternative to equities and bonds.