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.
Which of our ISA and SIPP funds are in the money flow?
For ISA and SIPP investors: Where will the stockmarket head next?
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.
Which of our ISA and SIPP funds are in the money flow?
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.
For ISA and SIPP investors: Is the stockmarket setting up for a breakout
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.
Which of our ISA and SIPP funds are in the money flow?
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.
Are ISA and SIPP investors seeing the start of a new bear market?
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.
Which of our ISA and SIPP funds are in the money flow?
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.
For ISA and SIPP Investors: Where will the market head next?
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%.
Which of our ISA and SIPP funds are in the money flow?
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.
Attention ISA and SIPP Investors: Will the bull market continue?
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.