Aiming to become an ISA millionaire - use it or lose it

Posted by Stephen Sutherland on Thu, Feb 26, 2015 @ 01:30 PM

With the April 5th deadline approaching, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.

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Tags: ISA investing tips, ISA growth, NISA, Junior ISAs

Which of our funds are in the money flow?

Posted by Stephen Sutherland on Tue, Feb 24, 2015 @ 01:30 PM

Each month we like to make sure that the funds we own are acting right. In our opinion, as well as the long-term performance of the present fund manager being a key factor in fund selection, the short-term performance of the fund manager is very important too. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.

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Tags: Investment strategy, Investment news

Is the market starting another leg upwards?

Posted by Stephen Sutherland on Tue, Feb 17, 2015 @ 09:35 AM

We are extremely proud to start 2015 with what many investors would consider a remarkable return. In the four weeks* we made a 7.2%* compared to the FTSE 100’s 3.7%. This means we outperformed our UK benchmark by 3.4%.

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Tags: Investment strategy, Investment news

Your Annual ISA/NISA Allowance - Use it or lose it

Posted by Stephen Sutherland on Wed, Feb 11, 2015 @ 01:30 PM

With the April 5th deadline approaching, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.

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Tags: ISA investing tips, ISA growth, NISA, Junior ISAs

How to keep in step with the market

Posted by Stephen Sutherland on Wed, Feb 04, 2015 @ 01:30 PM

This is the fifth in a series of posts where we're looking at gauging the stock market's direction.

If you would like to know more, please just download our free report How to Gauge Stock Market Direction.

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Tags: Stock market direction, Investment strategy