Pension Funds & Value investing

dan_c_73

Morning, does anyone know of a pension fund that uses Value Investing principals?

Value investing has taken many forms since its inception, it generally involves buying securities whose shares appear underpriced by some form(s) of fundamental analysis. As examples, such securities may be stock in public companies that trade at discounts to book value or tangible book value, have high dividend yields, have low price-to-earning multiples or have low price-to-book ratios.

dunstonh

Morning, does anyone know of a pension fund that uses Value Investing principals?

A pension holds the investments of your choice. The fact its a pension doesnt alter anything on that front. If you want to hold investment funds that are managed with a "value" strategy then you can do so.

Loughton_Monkey

dan_c_73 wrote: »

Morning, does anyone know of a pension fund that uses Value Investing principals?

Value investing has taken many forms since its inception, it generally involves buying securities whose shares appear underpriced by some form(s) of fundamental analysis. As examples, such securities may be stock in public companies that trade at discounts to book value or tangible book value, have high dividend yields, have low price-to-earning multiples or have low price-to-book ratios.

The words "Value Investing" probably means different things to different people.

Personally, I wouldn't use the term 'pension' fund in this respect. Yes, there are funds that only exist under a pension wrapper, but these days most funds are just that - with several 'flavours' to cater for the ISA wrapper, Pension wrapper, Branded pension wrapper, or simply unwrapped investments.

Simply (!!! there are thousands of them!!) look at the fact sheets for all the likely funds and go on from there. Some do concentrate on investments that yield high dividends, but that does not necessarily mean that overall performance (growth plus re-invested dividends) will be any better in the longer term.

atush

We hold Fidelity Special Values among others in our pension, so you can do the same thing and choose your own funds.

If you don't have the time or inclination to do fund reserach yourself you could pay an IFA to do it for you.