Q2 2025 Quarterly Investment Markets Report

08.07.2025

In this Quarterly report, you will find:

• What happened over the quarter
• Performance of major financial markets
• Current investment outlook and portfolio positioning
• Views on major asset classes
• Current portfolio allocations

Download here:

Quarterly Investment Markets Report – Q2 2025

Portfolio returns and asset allocation can be found in the portfolio factsheets, which are linked below:

• Soteria Dynamic Index Balanced Portfolio
• Soteria Dynamic Index Conservative Portfolio
• Soteria Dynamic Index Growth Portfolio
• Soteria Dynamic Index Moderate Portfolio
• Soteria Dynamic Index High Growth Portfolio
• Soteria Dynamic Active Balanced Portfolio
• Soteria Dynamic Active Conservative Portfolio
• Soteria Dynamic Active Moderate Portfolio
• Soteria Dynamic Active Growth Portfolio
• Soteria Dynamic Active High Growth Portfolio

If you have any questions, please do not hesitate to contact your Adviser.