The Cirilium Passive Portfolios delivered positive returns over the second quarter of 2026, with returns ranging from 5.0% for the Conservative Passive Portfolio, through to 13.3% for the Adventurous Passive Portfolio. All the portfolios outperformed their respective IA performance comparators. Expectations of a resolution of the conflict between the US and Iran, combined with a more positive outlook for AI related companies led to significant returns for equities which were the key driver of returns for the portfolios. Diversifiers (non-equity assets) were also positive contributors, with lower yields and tightening credit spreads driving performance for fixed income markets, while the alternatives allocation was also positive.
The performance figures shown refer to past performance. Past performance is not a reliable indicator of future performance.
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