Three Counties

Wednesday 28 October, Chancellor John Healey delivered his first budget. We have sifted through the details which we feel will be the most significant to our clients, and we hope the following review will be helpful. Read here - three-counties.co.uk/2026/10…

Market Commentary: 5 October 2026 Stocks Pause Amid Conflicting Signals - Stock markets (MSCI World Index) have gained 13% year-to-date. - The FTSE World Government Bond Index has declined by 2.5% this year. Read more here - three-counties.co.uk/2026/10… #BeyondWealthManagement

Market Commentary: 4 September 2026 Bond Market Under Pressure - • Stock markets (MSCI World Index) have gained almost 14% year-to-date. • The FTSE World Government Bond Index has declined by 1% this year. Read the full commentary here - three-counties.co.uk/2026/09…

We hope you found this week’s Spotlight on GWA Asset Management (GWAAM) and the MGTS Qualis range both informative and valuable. You can find more information, including the latest Fund Factsheets, at qualisfunds.co.uk/ #WealthManagement #QualisFunds

MGTS Qualis Defensive: A Strong Start to 2026 as Volatility Returns To finish off the week, we explore the opening weeks of 2026 from a defensive fund perspective. Read the full article here: loom.ly/mr0J_ak #WealthManagement #QualisFunds

MGTS Qualis Defensive Fund: 2025 Performance Review – Resilience by Design Today we look further at the Qualis Defensive Fund, reviewing its performance through 2025. Read the full article here: loom.ly/UiQLi3c #WealthManagement #QualisFunds

MGTS Qualis Growth Fund: A strong start to 2026 as ex-US Markets Lead. Following on from our review of the Qualis Growth Fund’s performance in 2025, today we look at how 2026 has started and what is driving the early momentum. Read more here: loom.ly/fkrTOtw #QualisFunds

MGTS Qualis Growth Fund: 2025 Performance Review – Why Positioning Mattered We continue our spotlight on GWA Asset Management and the MGTS Qualis Range with a look back at the Growth Fund’s performance in 2025. Read more here - loom.ly/dyaRCEY #QualisFunds

Spotlight on GWA Asset Management (GWAAM), the team behind the MGTS Qualis Funds. We start the week with an Introduction to GWA Asset Management Ltd (GWAAM) and the MGTS Qualis Range. Find out more here: loom.ly/-yqCDyI #WealthManagement #QualisFunds

Spotlight on Three Counties sister company, GWA Asset Management (GWAAM) who manage the Qualis Funds. We are reviewing performance and providing insights from its Chief Investment Office & Fund Manager, Andrew Alexander. Keep an eye out for our posts over the coming week..

We enter 2026 with US stocks dominating the global market while trading on expensive valuations. A small number of tech stocks account for a large portion of US returns and they are increasingly tied to the fortunes of the AI industry. Read more here- loom.ly/uEBdxrk

We would like to wish everyone a very Happy New Year from all the team at Three Counties. #HappyNewYear #2026

The team at Three Counties would like to wish everyone a very happy Christmas and a healthy and prosperous New Year! #Christmas2025

Our office will close on Tuesday, 23 December at 5pm for the Christmas break. Wednesday, 24 December - Friday, 2 January 2026 - our office is CLOSED. We will reopen at 9am on Monday, 5 January 2026. Merry Christmas everyone! See you in the New Year!

Many of us take steps to prepare for retirement – setting aside savings, managing our Inheritance Tax position, or making Wills. Yet one crucial area often gets overlooked: planning for future care needs. Read more here - loom.ly/FivRpU8 #BeyondWealthManagement

Just a little reminder... Our office will close on Tuesday, 23 December, at normal hours. Wednesday, 24 December - Friday, 2 January 2026 - Our office is CLOSED. We will reopen at 9am on Monday, 5 January 2026. Merry Christmas, everyone! See you in the New Year!

A reminder that we are supporting the Mission Christmas - @cashforkids campaign. You can drop off any unwrapped gifts you wish to donate at our office until Monday, 15 December 2025. Thank you for all the generous donations so far. #Cash4kids #MissionChristmas

Our Monthly Market Commentary is available to read... Bull Market Continues • Stock markets have risen by 17% this year (MSCI World Index). • Bond markets have gained almost 8% (Bloomberg Global Aggregate Index). Read more here - loom.ly/Yfmoa7s #WealthManagement

We are once again supporting the Mission Christmas - @cashforkids campaign. You can drop off any unwrapped gifts you wish to donate at our office until Monday, 15 December 2025. You can find our office address here - loom.ly/lGbpM24 #Cash4kids #MissionChristmas

Following the Autumn Budget announcement by Chancellor Rachel Reeves, we took the time to examine the details Read our Budget Review - loom.ly/hjSpXw8 If you would like more information or require wider business or planning guidance, please get in touch. #AutumnBudget