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.
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%.
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.
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%.
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.
We are extremely proud to end 2014 with a return of 7.4%*. The FTSE 100 over the same period made a net loss of 2.7% which means we outperformed our UK benchmark for the year by 10.4%.
