Monthly Update 31/01/2022
Monthly Update 31 January 2022 The Fund rose by 0.31% in January, just behind its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.43%. January saw a good start to the year, continuing where 2021 left off as fears about the latest […]
Monthly Update 31/12/2021
Monthly Update31 December 2021 The Fund rose by 3.50% in December, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.43%. December brought a strong end to the year, as hope grew that the latest Covid variant, Omicron, would not […]
Monthly Update 30/11/2021
Monthly Update30 November 2021 The Fund fell by 1.53% in November, whilst its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, rose by 0.43%. November had been a positive month initially, with the fund being up 1.02% on the 25th. The discovery of a new […]
Monthly Update 31/10/2021
Monthly Update31 October 2021 The Fund rose by 1.57% in October, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.39%. October was a positive month for the UK stock market, as measured by the FTSE 100 index which rose […]
Monthly Update 30/09/2021
Monthly Update30 September 2021 The Fund fell 0.6% 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 0.41%. September saw some nervousness returning to the UK stock market, with talk of rising inflation moving on to talk of monetary […]
Monthly Update 31/08/2021
Monthly Update31 August 2021 The Fund rose by 1.55% in August, ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.43%. August was a good month for the Fund, rising by just over 2% in the first fortnight before pulling […]
Monthly Update 31/07/2021
Monthly Update31 July 2021 The Fund fell by 0.17% in July, compared to its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.42%. July proved to be a topsy-turvy month for the Fund, with a positive performance in the first half of […]
Monthly Update 30/06/2021
Monthly Update30 June 2021 The Fund rose 0.42% in June, on a par with its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.45%. After a good start to the month, receding fears about inflation around the globe led to a weakening […]
Monthly Update 31/05/2021
Monthly Update 31 May 2021 The Fund rose 3.67% in April, well ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.41%. The UK stock market, as measured by the FTSE 100 Index, continued the positive run it began in […]
Monthly Update 30/04/2021
Monthly Update 30 April 2021 The Fund rose 3.67% in April, well ahead of its performance comparator of cash (as measured by the Bank of England’s Sterling Overnight Index Average (“SONIA”)) + 5%, which rose by 0.41%. The UK stock market, as measured by the FTSE 100 Index, continued the positive run it began in […]
