Know What You Own and Why You Own It
Know What You Own and Why You Own It 27 February 2020 For a prolonged period of time now funds within the IA Targeted Absolute Return sector have come in for some abuse, normally related to their performance, or lack of it. In some respects this has been warranted, with some funds failing to provide […]
A Defined Success
A Defined Success 31 January 2020 Within the MI Diversified Strategy Fund you will typically find an allocation to structured notes, an asset class which we, the investment manager, have a long history of analysing. We like to hold an allocation to structured notes due to their defined characteristics. Whilst we don’t know what return […]
Coronavirus Update
Coronavirus Update31 January 2020 The advent of the coronavirus was the catalyst for an increase in volatility within stock markets in January. At the time of writing there have been over 40,000 cases reported and the death toll has reached a sad to report level of over 1,000. 99% of all cases are in China […]
Monthly Update 31/01/2020
Monthly Update31 January 2020 The Fund fell 0.71% during the month, marginally underperforming the IA Flexible Investment sector average which fell 0.49%. Equity markets were positive during the first half of the month as the threat of a trade war between the US and China faded. By the 17th, the US stock-market in particular, as […]
