A golden investment opportunity for ISA & SIPP investors

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

In this series of posts we're sharing an investment opportunity that could boost your ISA and/or SIPP portfolio over the coming years.

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Tags: Investment opportunities, Investment strategy

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

A golden investment opportunity for ISA & SIPP investors

Posted by Stephen Sutherland on Wed, Nov 25, 2015 @ 06:30 PM

In this new series of posts we're going to share an investment opportunity that could boost your ISA and/or SIPP portfolio over the coming years.

Read More

Tags: Investment opportunities, Investment strategy

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.

Read More

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

The dangers of overconfidence for ISA and SIPP Investors

Posted by Stephen Sutherland on Wed, Oct 28, 2015 @ 05:30 PM

In this series of posts we are looking at how understanding behavioural finance can help you make better investment decisions. In this post we'll look at the dangers of overconfidence.

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Tags: Investment strategy, Behavioural Investing, Investment mistakes

Common mistakes ISA and SIPP investors make

Posted by Stephen Sutherland on Wed, Oct 14, 2015 @ 06:30 PM

In this series of posts we are looking at how understanding behavioural finance can help you make better investment decisions. In this post we'll look at some of the most common mistakes investors make and how to avoid them.

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Tags: Investment strategy, Behavioural Investing, Investment mistakes

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