Factsheet June 2026 🏰
+5,21% in the month of June 🚀
Hello, partner 👋
June was a solid month for the Quality Growth Portfolio. Positive development in 3 of the portfolio’s ‘laggards’ and FX tailwinds sent the portfolio up 5.21%, marking a solid return since the March sell off.
Kinsale Capital, Novo Nordisk, and Mastercard have been a drag on the portfolio for most of the past year. Not because the underly…