We have now published our first Value Assessments. You might wonder how this report impacts you and your investments.
Introduced by our regulator, the Financial Conduct Authority, it requires UK asset managers to evaluate their funds every year and report on whether they provide value for investors and when they do not, to explain what action is being taken to fix this.
This aims to help investors like you make more informed choices when it comes to your investments.
Click below to read the Value Assessment for the specific fund(s) we manage on your behalf.
There is a lot of uncertainty surrounding the outcome of the global pandemic. While comparisons to previous downturns are difficult given the uniqueness of this situation, looking at historical events may help to provide perspective and maybe a bit of hope to all of the gloom.
Today’s Covid-19-driven declines are clearly concerning, but markets inevitably have downswings as well as upswings and we’ve seen drops of this level before. So how can we provide some potential fund protection and position ourselves for any potential rebound?
Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise and is not guaranteed. As a result you may get back less than you invested. The value of funds can also fall as well as rise purely as a result of changes in exchange rates.