OEIC Monthly Performance Update July 2017
4th August 2017
It has been a successful month with all funds performing broadly in line with their respective benchmarks but with less volatility. Recent performance continues to be driven by…
Author: Chris Metcalfe
OEIC Monthly Performance Update July 2017
4th August 2017
Read more
PMS Monthly Performance Update July 2017
4th August 2017
It has been another positive month for the PMS with each portfolio outperforming their respective benchmarks across the board. Whilst this is very positive, it is the risk…
Where to turn? The case for (and against) UK, US and Global equities
13th July 2017
For the purposes of this blog we have concentrated on our positioning in our OEIC 4 which is benchmarked against the IA Mixed investment 40-85% Share sector (Balanced…
PMS Ethical Performance Update June 2017
12th July 2017
The first half of 2017 has been positive in both absolute terms and relative to benchmark. Much of the performance was achieved through individual fund selection with several…
(OEIC) Monthly Performance Update June 2017
5th July 2017
Our OEICs continue to be managed with lower than benchmark beta, with an emphasis on defensive characteristics and will continue to do so whilst markets remain at such…
(PMS) Monthly Performance Update June 2017
4th July 2017
Given our cash holdings, our ongoing generally defensive stance and the fact that global stock markets have had one of their best first two quarters in the last…