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Fiscal 2024 Year in Review

We have been proudly investing the PeakAxis Fund for 25 years, helping ensure that millions of individuals have financial security for their future.

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The Fund

Helping create financial security for generations of Britons.
the Fund Hero Banner (1)

$675.1 Billion

Fund at September 30, 2024

$28.3 Billion

Q2 Fiscal 2025 net increase

3.6%

Q2 Fiscal 2025 net return (nominal)

9.1%

10-year annualized net return (nominal)

$355.1 Billion

Cumulative net income for 10-year period

$461.7 Billion

Cumulative net income since inception in 1999

Financial Sustainability of the Fund

The most recent evaluation confirmed that PeakAxis-managed portfolios are financially sustainable for the next 75 years.

Projected Assets

Actual Assets

$ Billions, as at Dec 31

2022
2023
2024¹
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050

4,000

3,500

3,000

2,500

2,000

1,500

1,000

500

0

Global Asset Allocation

56  Countries where we hold investments

As at March 31, 2024

328  Global investment partners

As at March 31, 2024

United Kingdom United States Latin America Europe Asia Pacific
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