Reviewing my investments

FATHEROFTWO_2

sabretoothtigger wrote: »

Here is invesco, seems like a ftse 100 tracker to me but I presume he likes each of these companies and would rebalance weighting regularly

http://www.citywire.co.uk/adviser/fund-and-fund-manager-performance/-/unit-trusts/uk-equity-income-and-growth/fund-factsheet.aspx?FundID=9311&CitywireClassSchemeID=1&CitywireClassID=2279




Problem is most people do the same thing hence the rise and falls. I figure a fall in commodity and emerging markets could happen again if its realised 'it aint over yet' but I plan to move into them more if thats the case


With the absolute funds Im not sure I see the point unless you need that money soon, just have more faith in what you invest and realise a price tag doesnt represent value

Invesco perp high income outperforms the ftse by a considerable amount.
As per this chart it is about 20 percent.

I can trade in and out of funds with my HL account without any spread.

Many investors see a change but are reluctant to act on it as they are unwilling to accept that there decision was wrong or accept a loss.

I try and look 6 months ahead in the economy and it doesnt look good.
Higher UK taxes possibly a double dip recession but many investors only see the upward curve and I try and keep that in mind but I have got to have an alternative and that might be absolute funds where the returns might not be sky high but at least it should be positive rather than accept a market fall.

I think now is the time to be prudent and safeguard gains if you are thinking long term.AFter the dip I will look again at reinvesting heavily into mid cap UK funds.t this point Im leaning towards bonds and safe UK funds

Has anyone any thoughts on good absolute funds then or an opinion on the ones I mentioned in my last post ?
A

Jonbvn

FATHEROFTWO wrote: »

I got a leaflet in from HL and the are pushing the insynergey odey global growth run by Crispin Odey.
This guy is top notch but his funds are difficult to access due to the initial sum required but they have brought out this new fund which runs alongside his institutional fund and I decide to review my global growth selection which is

I noticed this fund recently when researching funds. Up over 50%+ since March.
http://www.h-l.co.uk/funds/fund_performance/sedol/B3F19V2

H&L are really singing this funds praises to say the least. This always makes me suspicious - but maybe I'm just an old cynic.