Stellar AiM IHT Service – Performance Factsheet | Q3 2021

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The benchmark return belies an eventful quarter, weighed down by pandemic winners giving back their gains.

For this quarter’s factsheet, a line has been added charting the new management team’s performance since joining Stellar on 1 September 2020 for new money into the service. Inherited portfolios have, for the most part, been reconstituted to the manager’s preferred weightings so performance will be aligned going forward.