Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. The views expressed are those of the author and fund managers and do not constitute financial advice.
*Source: JPMorgan Private Bank, 24 April 2024
**Source: FE Analytics, discrete calendar performance from 2015 to 2024
***Source: FE Analytics, total returns in pounds sterling, 25 March 2015 to 25 March 2025
****Source: M&G, 1 October 2024
^Source: Calastone, global fund flows report 2025
^^Source: FE Analytics, discrete calendar performance from 2017 to 2024
^^^Source: FE Analytics, total returns in pounds sterling, 9 March 2016 to 25 March 2025
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