- JM Finn portfolios delivered strong returns across all risk levels in May, reflecting broad participation in global equity markets.
- A larger than average position to Asian equities has supported returns, along with meaningful exposure to large US companies.
- Positioning remains broadly unchanged, with a continued focus on long‑term returns, disciplined risk management, and navigating ongoing market uncertainty.
The value of securities and the income from them can fall as well as rise. Past performance should not be seen as an indicator of future returns. All views expressed are those of the author and should not be considered a recommendation or solicitation to buy or sell any products or securities.


