Monthly Update 30/04/2020
Monthly Update30 April 2020 The Fund posted a return of 7.19%# in April, in line with the IA Flexible Investment sector average return of 7.25%. (Source: FE Analytics) Equity markets around the world were in positive territory for the month, rebounding from what was a turbulent March. Equity markets were strong despite worsening economic data, […]
Fund Structure
The market was caught off guard yesterday when US economic growth for Q1 came in much weaker than expected. The economy contracted by an annualised 1.4% in the quarter. This was well below the 6.9% annualised rate…
Targeting Returns
The market was caught off guard yesterday when US economic growth for Q1 came in much weaker than expected. The economy contracted by an annualised 1.4% in the quarter. This was well below the 6.9% annualised rate…
In Comparison to Structured Investments
The market was caught off guard yesterday when US economic growth for Q1 came in much weaker than expected. The economy contracted by an annualised 1.4% in the quarter. This was well below the 6.9% annualised rate…
Layering the Strategies
The market was caught off guard yesterday when US economic growth for Q1 came in much weaker than expected. The economy contracted by an annualised 1.4% in the quarter. This was well below the 6.9% annualised rate…
Volatility
The market was caught off guard yesterday when US economic growth for Q1 came in much weaker than expected. The economy contracted by an annualised 1.4% in the quarter. This was well below the 6.9% annualised rate…
Tax
The market was caught off guard yesterday when US economic growth for Q1 came in much weaker than expected. The economy contracted by an annualised 1.4% in the quarter. This was well below the 6.9% annualised rate…
Stimulating Stuff
Stimulating Stuff 27 March 2020 Yesterday saw the chancellor announce yet another package to provide support to the UK economy as we all continue to deal with the impact COVID-19 is having on our lives, some unfortunately more than others. The latest support came for those who are self employed in an attempt to put […]
Monthly Update 31/03/2020
Monthly Update 31 March 2020 The Fund fell by 8.36% in March, behind its performance comparator of cash + 5%, which rose by 0.48%. It was ahead of the FTSE 100 however, to which all the underlying strategies are linked, which fell 13.81% over the month. The UK stockmarket fell during the first three weeks […]
Monthly Update 31/03/2020
Monthly Update31 March 2020 The Fund fell 12.29% during the month, underperforming the IA Flexible Investment sector, which fell 10.95%. This was a month which was do minated by the spread of the Coronavirus, the lockdowns which then followed and the impact this would have on the global economy. Equity markets fell at a record […]
