How are your funds performing so far this year?
Discussion
Using Interactive Investor, my portfolio is currently making me 5.69%, which is not too shabby until I factor in the fees!
Got a mix of bonds, emerging markets and FTSE based funds. The FTSE fund is the top performer, the others have been positively limp.
Any recommendations? I have four funds at the moment but not adverse to diversifying some more.
Just trying to make my money do more for me!
Got a mix of bonds, emerging markets and FTSE based funds. The FTSE fund is the top performer, the others have been positively limp.
Any recommendations? I have four funds at the moment but not adverse to diversifying some more.
Just trying to make my money do more for me!
I manage a nimble opportunistic fund, we have only been live since September and we're up 5.27% with a lower beta that the FTSE.
However seems to be a real mixture of performance out there at present, momentum funds have been successful with the rally we have seen accross the bourses over the past year. Couple of hurdles to get through in 2011 so could well be a choppy year for equities!
However seems to be a real mixture of performance out there at present, momentum funds have been successful with the rally we have seen accross the bourses over the past year. Couple of hurdles to get through in 2011 so could well be a choppy year for equities!
First couple of weeks were great, since then leveled off a bit.
My commodities fund has been tearing it up.
Sadly it is such a small percentage of assets that it has little bottom line effect.
Up around 2%, that's ok.
EDIT
Ah....I thought you meant from Jan 1st, silly me.
11.5%.... Damn April and May.
I am quite diversified, I have a lot covered, I adjust weightings to the regions or sectors I think will appreciate most. I seldom get it right
My commodities fund has been tearing it up.
Sadly it is such a small percentage of assets that it has little bottom line effect.
Up around 2%, that's ok.
EDIT
Ah....I thought you meant from Jan 1st, silly me.
11.5%.... Damn April and May.
I am quite diversified, I have a lot covered, I adjust weightings to the regions or sectors I think will appreciate most. I seldom get it right

Edited by jeff m on Wednesday 9th February 11:37
prEVOke said:
I manage a nimble opportunistic fund, we have only been live since September and we're up 5.27% with a lower beta that the FTSE.
However seems to be a real mixture of performance out there at present, momentum funds have been successful with the rally we have seen accross the bourses over the past year. Couple of hurdles to get through in 2011 so could well be a choppy year for equities!
What kind of things have you been looking at / do you look at?However seems to be a real mixture of performance out there at present, momentum funds have been successful with the rally we have seen accross the bourses over the past year. Couple of hurdles to get through in 2011 so could well be a choppy year for equities!
J__D said:
What kind of things have you been looking at / do you look at?
We are absolute return long/short equity, domestically i look at anything from the FTSE100 through to even one or two AIM listed stocks, internationally anything listed on the main index of the G8 country markets. We are short term so we have risk on for horizons ranging from 5minutes to 5 days, occasionally stake building and holding for perhaps upto a month.Legend83 said:
Any recommendations? I have four funds at the moment but not adverse to diversifying some more.
Just trying to make my money do more for me!
Assuming 83 does not refer to your age.Just trying to make my money do more for me!
When things are on the move, I usually leave my funds alone. As Murphy's law says I'm gonna eff it up.
You need to decide why you are investing (target), and develop a phylosophy. If your target is 200k and you are sitting on 50K you may have to ditch your bonds and gamble a little.
So say you have money sufficient for five funds, assuming your time window is 5 years plus, it is never a bad idea to make one contrarian punt.
When Financials were in the bucket, I read the banks were unhappy with the TARP money and they would pay it back as soon as possible, so I doubled my financials.
Soon after I bought a Real Estate fund, expecting it to not get going til after the employment figures improved (office space etc) but it has performed extreemly well. I may have to trim it. Have a look at Simon prop group (SPG usa) as an indicator.
A contrarian bet currently would be the Middle East, that would take elephant balls



On a saner note, definately keep your Footsie, US large cap stocks should also do well. For the same reasons even though the forcast growth for the US and UK is low. Large caps are excempt. Developing country growth has slowed, but you can't ignore the potential. Asia is wobbly at present, the Sensex has dropped into the 1700s after being over 2000 for a short time. Not too sure that is a buy signal. I'm overweight anyway, have been for sometime.
Maybe a European fund might suit you, it will probably be 35% Kraut.
Basically, all the potential growth is in the East, Large caps will grab some of that for you, the rest you need to get youself.
No opiniom on Latin America individually as I sold last year after a long run.
PS I am very open to critism, so blast away. Apart from the overweight bit

I've got a large percentage in Jupiter China, which recovered in the last 12 months, I think about 20%, but has tailed off quite significantly in the last couple of weeks from 42% total to 38% (but that's since purchase)
The other funds I have are
Jupiter European Emerging Opportunities (down)
Jupiter India (down)
Aberdeen Latin American Equity (bought last week, up 0.06%
)
First State Latin America (down)
So funds aren't really doing for me.
Thankfully share dealing has been doing better, across all investments i'm up about 6%.
Got about 2% on a 60 day N'wide saver.
The other funds I have are
Jupiter European Emerging Opportunities (down)
Jupiter India (down)
Aberdeen Latin American Equity (bought last week, up 0.06%

First State Latin America (down)
So funds aren't really doing for me.
Thankfully share dealing has been doing better, across all investments i'm up about 6%.
Got about 2% on a 60 day N'wide saver.
Good responses chaps.
I am drip feeding £150 a month into a Funds ISA rather than trying to turn a lump-sum into a bigger lump-sum. I am doing this with a view to making a 5% return I guess - anything that gets above my mortgage rate of 3.49% is worth doing.
Any spare cash after this plus another £200 into a reasonable savings account, goes towards paying my mortgage off.
Currently in:
- Henderson Global Investment Bond (down 0.63%)
- HSBC Global Asset FTSE 100 Index (up 14.41%)
- M&G Managed Investment (up 6.37%)
- Mellion Balanced (up 3.08%)
Damn those pesky bonds!
I am drip feeding £150 a month into a Funds ISA rather than trying to turn a lump-sum into a bigger lump-sum. I am doing this with a view to making a 5% return I guess - anything that gets above my mortgage rate of 3.49% is worth doing.
Any spare cash after this plus another £200 into a reasonable savings account, goes towards paying my mortgage off.
Currently in:
- Henderson Global Investment Bond (down 0.63%)
- HSBC Global Asset FTSE 100 Index (up 14.41%)
- M&G Managed Investment (up 6.37%)
- Mellion Balanced (up 3.08%)
Damn those pesky bonds!
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