Less Than Half of UK Investors Are Satisfied With Their Portfolio Performance

UK Investors: Feeling the Heat on Their Portfolios

Raw Capital Partners just dropped a fresh report that’s a bit of a “bawl‑tell” for anyone who’s been keeping a close eye on their money in the UK. The survey hit 756 investors who’ve got more than £25,000 stashed in assets (and that doesn’t even count their houses, savings, or pensions).

Key Findings in a Nutshell

Only 47% are happy. A staggering 53% feel their investments haven’t danced as nicely as they’d hoped.
Inflation is throwing a wrench into the works – 45% say it’s made managing their funds tougher.
Interest rates? 32% admit it’s taken a bite out of their portfolio performance.
Politics and the global scene are a real head‑scratcher – 57% feel 2024 has been more stormy than the last decade.
About 38% attribute their strategy tweaks to geopolitical beef – wars, trade disputes, the list goes on.
When asked about coping mechanisms, 38% say diversification is the new mantra.

Not so Bright Tomorrow?

Only 40% of respondents feel confident that their money will do better in the next 12 months. In other words, optimism is a little on the skinnier side.

What the Leaders Are Saying

Ben Nichols, Interim Managing Director at Raw Capital Partners, has summed it up in plain language:

“Our research shows that those on the right side of the market didn’t get a warm welcome this past year. High inflation and the constant chatter about politics are working together to make things rough(er). Less than half are happy. With elections looming and the economy still unpredictable, look at the silver line – two‑fifths of investors are already betting on diversification. It’s still an open combat zone, but if you pair the right assets with a solid strategy, the long‑term payoff can still be bright.”

Your Takeaway

If you’re one of those 756 folk feeling the sting, remember: the world’s a tangle of variables, but smart moves like spreading risk can keep your portfolio from going utterly bamboozled. Keep an eye on non‑correlated assets, stay ready to shift gears, and maybe cross your fingers for calm winds coming next year.