The UK equity market saw meaningful gains in September 2025, contributing to mid-teens percentage returns year-to-date. The Materials sector, particularly mining stocks, was the strongest performer for the month. Year-to-date, Financials and Industrials remain the two best-performing sectors. Only three sectors (Communication Services, Consumer Staples, and Energy) declined during the month, though none are negative for the year. The market was supported by declining oil prices and a largely stable Sterling/Dollar exchange rate. A consequence of the higher equity prices without a proportional increase in dividends is that market valuations have risen.
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