Which of our ISA and SIPP funds are in the money flow?

Posted by Stephen Sutherland on Wed, Aug 19, 2015 @ 01:30 PM

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. We invest in a number of actively managed funds to form a complete investment portfolio and select what we believe to be the best funds in each asset class. We monitor all the investments selected, replacing under-performers and continuously rebalance the portfolios with the aim of maximising growth potential and managing risk.

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Tags: Investment strategy, Investment news

For ISA and SIPP Investors: Where will the market head next?

Posted by Stephen Sutherland on Tue, Aug 11, 2015 @ 02:38 PM

2015 has been a difficult year for equity investors. However we are very proud that we continue to outperform our benchmark, currently1 up 7.4% for the year versus the FTSE 100’s 2.8%.

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Tags: Investment strategy, Investment news

New Book: How to Make Money in ISAs and SIPPs

Posted by Paul Sutherland on Wed, Aug 05, 2015 @ 01:30 PM

"This book could be the best investment you've ever made."

I’m proud to say that these were the words Lawrence Gosling, Founding Editor of Investment Week used to describe my brother Stephen’s latest book, How to Make Money in ISAs and SIPPs.

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Tags: How to Make Money in ISAs and SIPPs

A blog for advisers only: Neil’s story

Posted by Stephen Sutherland on Wed, Jul 22, 2015 @ 01:30 PM

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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Tags: ISACO Alpha

Which of our ISA and SIPP funds are in the money flow?

Posted by Stephen Sutherland on Wed, Jul 15, 2015 @ 01:30 PM

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.

Read More

Tags: Investment strategy, Investment news

Attention ISA and SIPP Investors: Will the bull market continue?

Posted by Stephen Sutherland on Tue, Jul 07, 2015 @ 01:30 PM

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.

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Tags: Investment strategy, Investment news

Which of our ISA and SIPP funds are in the money flow?

Posted by Stephen Sutherland on Wed, May 13, 2015 @ 01:00 PM

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.

Read More

Tags: Investment strategy, Investment news

Where will the market head in May?

Posted by Stephen Sutherland on Wed, May 06, 2015 @ 01:00 PM

The equity markets in April made fresh highs. Our portfolio also hit a new year to date highof 14.4% compared to our benchmark, the FTSE 100’s 8.0%.

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Tags: Investment strategy, Investment news

New Book: How to Make Money in ISAs and SIPPs

Posted by Paul Sutherland on Wed, Apr 22, 2015 @ 01:30 PM

"This book could be the best investment you've ever made."

I’m proud to say that these were the words Lawrence Gosling, Founding Editor of Investment Week used to describe my brother Stephen’s latest book, How to Make Money in ISAs and SIPPs.

Read More

Tags: How to Make Money in ISAs and SIPPs

Where will the market head in April?

Posted by Stephen Sutherland on Tue, Apr 07, 2015 @ 01:30 PM

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.

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Tags: Investment strategy, Investment news