After a 20-year journey through financial services that began with restricted insurance companies and progressed through restrictive networks, I took the decision to become fully independent and directly authorised in January 2013.
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Each month we like to make sure that the funds we own are acting right. We have an active investment strategy which aims to control risk and deliver superior performance.
Quarter 2 is over and we are delighted to report that we continue to outperform our benchmark. Year to date we have made a return of 7.4%1 compared to the FTSE 100’s 2.9%1.
Each month we like to make sure that the funds we own are acting right. We have an active investment strategy which aims to control risk and deliver superior performance.
The equity markets in April made fresh highs. Our portfolio also hit a new year to date high1 of 14.4% compared to our benchmark, the FTSE 100’s 8.0%.
Quarter 1 is over and for now, we appear to be positioned in the right investments. Over the period our portfolio returned an impressive 9.1%1 compared to the FTSE 100’s 4.4%1.
This is the seventh in a series of posts where we're looking at gauging the stock market's direction.
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.
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.
Tags: ISA investing tips, ISA growth, NISA, Junior ISAs
Just over two months into the year and we remain ahead of our benchmark. We are very proud that we recently made another new high, with a year to date return1 of 8.0% compared to the FTSE 100’s 5.7%.
