FTinvest 11 — Annual Portfolio Review (2025)

Our portfolio – FTInvest 11 delivered an impressive +27.37% return in 2025, significantly outperforming the S&P 500’s +16.39% gain over the same period. The portfolio closed the year at 928.18, just 0.96% below its all-time high, underscoring a year of strong and consistent execution.

Built on a disciplined value investing framework and actively managed with long-term conviction, FTinvest 11 navigated shifting market conditions with resilience. While broader markets were buoyed by momentum in large-cap tech and AI-driven names, FTinvest 11’s performance reflects thoughtful asset selection across undervalued equities and strategic cash positioning. The portfolio not only outpaced the benchmark but did so with a style rooted in fundamentals rather than short-term trends—validating its core philosophy during a dynamic market cycle.