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

Posted by Stephen Sutherland on Wed, Dec 16, 2015 @ 06:30 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 stockmarket head next?

Posted by Stephen Sutherland on Tue, Dec 08, 2015 @ 06:30 PM

November’s market behaviour was constructive, as was our investments. We are also pleased that our portfolio remains ahead of our FTSE 100 benchmark, by a fairly respectable 5.7%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, Nov 18, 2015 @ 06:30 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: Is the stockmarket setting up for a breakout

Posted by Stephen Sutherland on Tue, Nov 10, 2015 @ 06:30 PM

October was a much kinder month for investors than those of late. We are also delighted that our investment portfolio continues to outperform our FTSE 100 benchmark1.

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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 Tue, Sep 15, 2015 @ 06:30 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.

Read More

Tags: Investment strategy, Investment news

Are ISA and SIPP investors seeing the start of a new bear market?

Posted by Stephen Sutherland on Tue, Sep 08, 2015 @ 06:30 PM

August was a turbulent month for equity investors. However, we are proud that our investment portfolio continues to demonstrate outperformance – currently ahead of our benchmark by almost 6%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, 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.

Read More

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

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