We don’t always outperform the market but we are proud that over the last 12 months* we have trounced both the NASDAQ Composite and the FTSE 100.
On 26th April 2013, the FCA published a policy statement called ‘Payments to platform service providers and cash rebates from providers to consumers’, which sets new rules for platform services. The rules state that online fund platforms will be banned from receiving rebate payments from fund managers from April 6th 2014.
Tags: Investment news
In this post we'll take a look at the performance year to date of the funds in our portfolio.
Tags: Investment funds, Investment strategy, Investment news
In our last post, we explained how we have outperformed the market over the last 12 months (June 1st 2012 – June 1st 2013) with a return of 29.9%. In this post we'll give you an overview of how we did it.
Tags: Investment funds, Investment strategy, Investment news
As reported in our clients' Daily Market Updates, two switches were made in our investment portfolio during April.
Tags: Investment funds, Investment strategy, Investment news
In our last post we looked at why we switched out of a fund that had returned 13.1% over the last 14 months. We channeled half of the proceeds (about 14.5% of our total portfolio) into our star performing fund and the rest into a new fund.
In this post we'll look at the performance of the other funds we own in the first financial quarter of the year.
Tags: Investment funds, Investment strategy, Investment news
On 9th March we switched out of a fund in our portfolio. The fund in question was the Fidelity India Focus fund and we channeled half of the proceeds (about 14.5% of our total portfolio) into our strongest fund, Fund A and the other half into a new fund, Fund D.
The Fidelity India Focus fund had had returned 13.1% over the last 14 months, so in this post we're going to explain why we made the switch.
Tags: Investment funds, Investment strategy, Investment news
In our post on Tuesday, we discussed the outlook for the market in November. Today we'll look more closely at the recent performance of the four funds I currently hold in my portfolio.
Each month I write The Big Picture newsletter for our clients, where I outline my current take on the market and its likely direction, as well as the performance of the funds I currently hold in my portfolio. In this post, we'll look at the market's behaviour in October and where it might head next.
If you are an investor, you owe it to yourself to know about the Retail Distribution Review (RDR), as it's a key part of the Financial Services Authority's (FSA) consumer protection strategy.
The Retail Distribution Review aims to establish a resilient, effective and attractive retail investment market. This means that you'll be able to have more confidence and trust in the retirement & investment planning advice you receive.
Tags: Investment outlook, Better protection, Investment news
