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Growth Model Portfolio Rebalancing - EXIT (LSE STJ) and ENTRY (LSE EMG)

Jun 09, 2025 | Team Kalkine
Growth Model Portfolio Rebalancing - EXIT (LSE STJ) and ENTRY (LSE EMG)
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  • STJ:LSE
  • Investment Type
    Mid - Cap
  • Risk Level
  • Action
  • Rec. Price (GBX)
  • EMG:LSE
  • Investment Type
    Mid - Cap
  • Risk Level
  • Action
  • Rec. Price (GBX)

Exit Case: St. James’s Place PLC

St. James’s Place PLC (LSE: STJ) is a FTSE 100 index listed wealth management company specializing in comprehensive financial planning and investment solutions for individuals, trustees, and businesses. The company operates exclusively in the wealth management sector, delivering personalized financial advice through its extensive network of trusted partners.

St. James’s Place PLC has been a part of the ‘Growth Model Portfolio’ since 16 April 2025, however, considering the recent rally, trading above resistance levels in the stock, support & resistance levels, and ~25.60% upside from the entry price, an ‘Exit’ is recommended on the stock near the resistance of GBX 1,113.50, (as of current market price on 09th June 2025 at 11:05 AM GMT+1). 

St. James’s Place PLC (LSE: STJ) is a part of Kalkine’s Growth Model Portfolio, which has approached its resistance level around which an exit case emerges.

1.1 Support and Resistance Summary as provided in our last published report dated 16 April 2025.

1.2 James’s PLC

2. New Entry Case: Man Group PLC (LSE: EMG) 

Man Group PLC (LSE: EMG) is a FTSE 250-listed investment management firm that leverages advanced technology to deliver active, long-only, alternative, and private market strategies. It operates through its investment managers—Man AHL, Man Numeric, Man GLG, Man GPM, and Man Varagon—offering single and multi-manager solutions, bespoke portfolios, and fund-of-hedge-fund services. The company's tech-driven platform supports alpha generation, risk management, trading, and operations, enabling scalable, customized investment solutions for clients.

An ‘Entry’ is recommended in the ‘Growth Model Portfolio’ at the current market price of GBX 176.95, as on (09th June 2025 at 11:17 AM GMT+1). 

Man Group PLC (LSE: EMG) has been identified as the new entry to our Growth Model Portfolio.

2.1 Support and Resistance Summary (as on 09th June 2025)

2.2 Technical Price Chart (LSE: EMG)

Note 1: Past performance is neither an Indicator nor a guarantee of future performance.

Note 2: The reference date for all price data, and currency as of 09 June 2025. The reference data in this report has been partly sourced from REFINITIV.

Note 3: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings.

Disclaimer

This information should not be relied upon as personal financial advice by Kalkine on (i) the stocks or (ii) the use or suitability of the model portfolios. Only an investor knows about their circumstances to make an investment decision.

Model Portfolio has been prepared for illustrative purpose only and does not take into account the objectives, financial situation or needs of any particular investor. Accordingly, investors should, before acting on the information, consider its appropriateness, having regard to their objectives, financial situation and needs. Past performance is not necessarily indicative of future performance results. Actual investment returns will vary, and the Growth of investments can go up or down.


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Past performance is not a reliable indicator of future performance.

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