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Speed goals | New parks | Tech tremors

09/05/2025

UK US

Rollercoaster in the desert

Results covered in our update here from companies in our Ultimate Stocks Portfolio are generally positive, with only the odd blemish. While Trump's tariffs have dominated the headlines, several companies are better insulated against these than others, as you can discover. Our portfolio continues to deliver!  


You can download the full list of all our Ultimate Stocks Portfolio from the portfolio page here, while information on all our portfolios can be found on the main portfolio page here.

Client portfolios managed by our associates Fundamental Asset Management hold shares in companies featured here in their Global Growth Portfolio.

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