https://balancewealthinvesting.uk/investor-insights daily 0.75 2026-03-10 https://balancewealthinvesting.uk/investor-insights/https/balancewealthuk/investor-insights-6p9rg-fwxk7-a5bka-292ec-e7n5c monthly 0.5 2026-03-10 https://balancewealthinvesting.uk/investor-insights/https/balancewealthuk/investor-insights-6p9rg-fwxk7-a5bka-292ec monthly 0.5 2026-03-10 https://balancewealthinvesting.uk/investor-insights/https/balancewealthuk/investor-insights-6p9rg-fwxk7-a5bka monthly 0.5 2026-02-24 https://balancewealthinvesting.uk/investor-insights/https/balancewealthuk/investor-insights-6p9rg-fwxk7-6fkze monthly 0.5 2026-02-03 https://balancewealthinvesting.uk/investor-insights/https/balancewealthuk/investor-insights-6p9rg-fwxk7 monthly 0.5 2026-02-03 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/dbb822dc-6334-4a08-a7e1-3807e9b69871/Slide+two+correct+%286%29.png Investor Insights - Balance Briefing: August 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/investor-insights/https/balancewealthuk/investor-insights-6p9rg monthly 0.5 2025-09-10 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/debf4108-5cb9-40ff-91e1-edc672ddd9e5/Slide+two+correct.jpg Investor Insights - Balance Briefing: July 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/investor-insights/https/balancewealthuk/investor-insights monthly 0.5 2025-09-10 https://balancewealthinvesting.uk/investor-insights/balance-briefing-our-calm-approach-to-investing-2byj9 monthly 0.5 2025-06-25 https://balancewealthinvesting.uk/investor-insights/balance-briefing-our-calm-approach-to-investing monthly 0.5 2025-05-30 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/d5eef2c6-d80b-46aa-8bf0-04eacb8fdb11/50+years+of+investing+Chart.+Source+MSCI+World+Index+FE+Analytics.png Investor Insights - Balance Briefing: April 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c-cdhr3-77ha7-ppjgx-nt3xm-pbpzx-bg7tz-mx493-st3bb-3n96p monthly 0.5 2025-04-23 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c-cdhr3-77ha7-ppjgx-nt3xm-pbpzx-bg7tz-mx493-st3bb monthly 0.5 2025-04-23 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/8c196ee3-9fe3-47b2-acfe-bfd46d082278/Patchwork+from+site.png Investor Insights - Balance Briefing: February 2025 - Make it stand out Source: Investment market patchwork quilt - 2013 to Jan 2025 Every year, the best-performing asset class changes completely. • 2013 - Small cap led. • 2017 - Emerging markets. • 2020 - Growth stocks. And in 2025 - The early signs suggest sector rotation—value stocks have outperformed growth stocks 4.5% vs. 2.6%, but who knows where the year will finish. Key takeaway: Markets are unpredictable. Portfolios shouldn’t be. If your investment strategy isn’t optimised to adapt to shifts like these, you could be missing key opportunities—or taking unnecessary risks. https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c-cdhr3-77ha7-ppjgx-nt3xm-pbpzx-bg7tz-mx493 monthly 0.5 2025-03-10 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c-cdhr3-77ha7-ppjgx-nt3xm-pbpzx-bg7tz monthly 0.5 2025-01-15 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c-cdhr3-77ha7-ppjgx-nt3xm-pbpzx monthly 0.5 2024-12-09 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c-cdhr3-77ha7-ppjgx-nt3xm monthly 0.5 2024-10-30 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/44376d27-774f-4c71-ad95-4d9236e5e4c1/Hot+topics+sept.jpg Investor Insights - Investment Insights - Hot Topics September - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c-cdhr3-77ha7-ppjgx monthly 0.5 2024-10-08 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/fcf275e5-9206-4e61-8c6a-32fba84a5c54/August+Hot+topics+chart+schroders.png Investor Insights - Investment Insights - Hot Topics August - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c-cdhr3-77ha7 monthly 0.5 2024-10-08 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c-cdhr3 monthly 0.5 2024-10-08 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/7e267b6d-1f39-4937-87b2-ce0d6070ade0/June+hot+topics+US+chart.png Investor Insights - Investment Insights - Hot Topics June - Make it stand out by Dimensional, shows the return of the S&P 500 index from 1926 to 2022. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/5933549f-003d-4637-99ba-d1a23ac248a9/June+hot+topics+new.jpg Investor Insights - Investment Insights - Hot Topics June - Make it stand out Dimensional UK index fund from January 1956 to December 2023. https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx-n8r5c monthly 0.5 2024-10-08 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/2883c835-fa5e-4a87-9b51-8d8630da2327/May+hot+topics+graph.png Investor Insights - Investment Insights - Hot Topics May - Make it stand out (HMRC tax receipts and National Insurance contributions for the UK, Released 21 March 2024) https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/92d2c05b-b306-4641-8164-458ab55be990/May+hot+topics+graph+2.png Investor Insights - Investment Insights - Hot Topics May - Make it stand out (HMRC Inheritance Tax statistics: commentary. Updated 26 July 2023) https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949-elfcx monthly 0.5 2024-10-08 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/5371bdde-cad8-4253-889d-dbc3989f88bc/Hot+topic+April.jpg Investor Insights - Investment Insights - Hot Topics April - Make it stand out FE fundinfo 2024 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds-gx949 monthly 0.5 2024-10-04 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/741c4d94-8fed-4690-af2b-9b75392276d9/Hot+topic+March+image.jpg Investor Insights - Investment Insights - Hot Topics March - Make it stand out FE fundinfo 2024 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl-79cds monthly 0.5 2024-10-04 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4-rfpsl monthly 0.5 2024-10-04 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/4fde0dcf-81bd-4153-a4e8-0de71ae0b103/Q4+Portfolio+image.jpg Investor Insights - Quarterly Market Update: Q4 2023 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx-2fyc4 monthly 0.5 2024-01-18 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/334e9ac4-4e5e-47a0-bb65-89006bb349ac/Q3+performance+graph.jpg Investor Insights - Quarterly Market Update: Q3 2023 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q2-2023-da5wx monthly 0.5 2023-11-03 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/92234b41-b237-4ca9-a5ab-2f480064a5e0/Portfolio+Review+Q2+2023.jpg Investor Insights - Quarterly Market Update: Q2 2023 https://balancewealthinvesting.uk/investor-insights/quarterly-market-update-q1-2023 monthly 0.5 2023-11-03 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/2c54c91e-78ac-4d50-9520-b5f1a1b71fbd/Portfolio+Review+Q1+2023.jpg Investor Insights - Quarterly Market Update: Q1 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/home daily 1.0 2025-12-16 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/1644001582188-YM7FR0OR8QMQLCCJH2AM/unsplash-image-3fX0FvA-2us.jpg Home - 2 Portfolio ranges to choose from https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/1644001680971-ONDMXOI23ANILZEWX5RU/unsplash-image-6g3Akg708E0.jpg Home - 10 Risk levels for each portfolio https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/1644001645244-NPR4KMIGKW0EZGNA490Z/unsplash-image-NJJ7paSBO-c.jpg Home - 1 Responsible investment range https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/0c02d7a6-6fbe-4671-905c-4ddad05d0365/unsplash-image-xyXcGADvAwE.jpg Home Financial Planning https://balancewealthinvesting.uk/investment-portfolios daily 0.75 2025-12-16 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/579beb5d-d01f-48bd-a706-18c04c1a9f5a/unsplash-image-T-MZrVSBFso.jpg About the Balance Wealth portfolios - CORE A classic investment portfolio with low costs that tracks global investment markets. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/58da09d9-cbf3-47a6-b837-10c0cc2ac168/unsplash-image-zIWt4CuUGK4.jpg About the Balance Wealth portfolios - GOOD PRACTICE Responsible ESG portfolio https://balancewealthinvesting.uk/contact daily 0.75 2022-03-14 https://balancewealthinvesting.uk/faqs daily 0.75 2025-12-16 https://balancewealthinvesting.uk/investment-philosophy daily 0.75 2025-12-16 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/be412f0b-8232-45bf-ba88-13747dd90fcc/tick.PNG Investment philosophy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/763ac21e-83ed-45f2-8310-3f8603919230/cross.PNG Investment philosophy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/responsible-investing daily 0.75 2025-12-16 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/7250892b-830c-4a8d-bb90-f29cb32c0e4d/Exclusions.PNG Responsible investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/d6bfa63d-5583-42b1-9767-c02958a3da19/ESG.PNG Responsible investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/b13206f9-0f93-46b1-96fc-7aaa88548ed7/Stewardship.PNG Responsible investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/f54e5c70-6619-4eda-9506-98a4cfe17501/Sustainability+Focus.PNG Responsible investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/b7e01757-1dad-45ed-b701-8a53fe7eda66/Impact.PNG Responsible investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/core-portfolio daily 0.75 2025-02-05 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/33d52208-d514-46f4-98a7-43d553dce1dd/Risk+graph.png Core portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/good-practice-portfolio daily 0.75 2025-02-05 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/7d3f6940-86a7-410e-b8d5-d33506723bb6/Exclusions.PNG Good Practice Portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/d6bfa63d-5583-42b1-9767-c02958a3da19/ESG.PNG Good Practice Portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/b13206f9-0f93-46b1-96fc-7aaa88548ed7/Stewardship.PNG Good Practice Portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/33d52208-d514-46f4-98a7-43d553dce1dd/Risk+graph.png Good Practice Portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/charges daily 0.75 2025-12-16 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/201840c5-a1d0-4fce-986f-056107e5a81f/Layer+1.PNG Charges - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/3d29ed30-06d9-463d-9b63-6cd538bf5fcf/Layer+2.PNG Charges - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/f39832b4-a3db-4643-a0ca-d8be1c44ca93/Layer+3.PNG Charges - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/investment-performance daily 0.75 2025-02-05 https://balancewealthinvesting.uk/investment-volatility daily 0.75 2025-12-16 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/43113ed9-8414-4a72-be11-8b94a555782f/Volatility+graph+2023.jpg Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://balancewealthinvesting.uk/diversification daily 0.75 2025-12-17 https://balancewealthinvesting.uk/investment-performance-1 daily 0.75 2025-12-16 https://balancewealthinvesting.uk/store daily 0.75 2023-05-01 https://balancewealthinvesting.uk/store/p/portfolio-1 monthly 0.5 2023-05-01 https://images.squarespace-cdn.com/content/v1/615e1700ced50811245712e9/1682978429894-1E03FN6GW0ECHOQGSPDC/P1.png Store - Portfolio 1