Keeping Our Definition
Keeping Our Definition04/01/2021 During the Christmas and New Year celebrations definition was perhaps the last thing on your mind. With all the additional goodies on offer, such as mince pies and a chocolate or two, waist bands have had the potential to expand a little, I know mine certainly has. As we enter 2021 it […]
Monthly Update 31/12/2020
Monthly Update31 December 2020 The Fund rose 1.59% in December, well ahead its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.42%. December was a positive month for UK equities with Brexit trade negotiations reaching a positive conclusion, albeit just within the […]
Monthly Update 31/12/2020
Monthly Update31 December 2020 The Fund returned 2.45% during the month, only marginally behind the IA Flexible Investment sector average return of 2.58%. December was a positive month for equities and UK fixed income markets, with most delivering positive returns. UK equities were some of the strongest performing as Brexit negotiations came to a positive […]
Don’t Break the Bond
Don’t Break the Bond20 December 2020 In the last week we have continued to see US equity market indices attain record highs. At the same time however we have seen valuations continue to rise to such an extent that some investors may argue they are now overvalued. The latest data from Bloomberg shows that, on […]
Monthly Update 30/11/2020
Monthly Update30 November 2020 The Fund rose 10.01% in November, well ahead its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.42%. It was behind the FTSE 100 Index however, to which all the underlying strategies are linked, which rose by 12.35% […]
Monthly Update 30/11/2020
Monthly Update30 November 2020 The Fund returned 6.18% during the month, behind the IA Flexible Investment sector average return of 7.32%. Equity market returns were stronger during the month, buoyed by positive news regarding COVID-19 vaccines. High efficacy rates generated by these vaccines gave investors an early Christmas present as views moved forward to a […]
Monthly Update 31/10/2020
Monthly Update31 October 2020 The Fund fell 4.09% in October, behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.41%. It was ahead of the FTSE 100 Index however, to which all the underlying strategies are linked, which fell 4.92% over […]
Monthly Update 31/10/2020
Monthly Update31 October 2020 The Fund returned -1.16% during the month, ahead of the IA Flexible Investment sector average return of -1.25%. After a positive start to the month, equity performance waned as we approached month end. Markets in Europe and the UK responded negatively to the evidence of a further coronavirus wave taking hold […]
Monthly Update 30/09/2020
Monthly Update31 September 2020 The Fund fell 1.54% in September, behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.45%. It was ahead of the FTSE 100 Index however, to which all the underlying strategies are linked, which fell 1.63% over […]
Monthly Update 30/09/2020
Monthly Update30 September 2020 The Fund returned -0.82% during the month, behind the IA Flexible Investment sector average return of -0.37%. Equity markets were generally weaker during the month on a local currency basis, with the exception of Japan. There was also a rotation of the leadership which we have seen for most of 2020, […]
