Recent Posts

  • Trade Of The Decade 1 - UK Smaller Companies | Fri 03 Jan 2020

    Topic: Fund analysis

    This one comes into the category of “the bleeding obvious”. Why? What are the risks? Which fund is best? This is very much a low maintenance strategy.

    The recent UK election result certainly triggered improved confidence in the outlook for the domestic economy. The commitment to increased government spending is obviously very helpful, and we should expect this spending to be broadly based (reflecting new Tory voters, and their expectations), again helping confidence. [read more]

  • Part 2: Buy smaller companies – our selections, unit trusts and investment trusts | Fri 20 Dec 2019

    Topic: Fund analysis

    In part 1 we showed you the considerable extra performance available through buying smaller companies funds in general, and selecting the right funds in particular. Here we look at the selection process, and our fund selections, both unit trusts and investment trusts, and why you might choose one over the other. [read more]

  • Best and Worst funds of the last Decade | Fri 13 Dec 2019

    Topic: Fund analysis

    We continue our Decade Review with a look at the 15 best and worst funds across all sectors in the last 10 years. It’s been a fascinating decade – there are certainly some unexpected surprises in this review. The range of funds highlights that fund selection is crucial to your investing success. [read more]

  • Proven Woodford alternatives for Growth and Income | Fri 18 Oct 2019

    Topic: Fund analysis

    When news of Woodford’s departure from Invesco Perpetual reached us back in 2013, we wasted no time in highlighting some great alternatives to his funds. When he went on to expand his new stable to include the Woodford Patient Capital Trust in 2015, we again were quick to point out proven alternatives. Here we review those selections. How did our process stack up against the “cult of the fund manager”? [read more]

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