Great British Invest off or Passive V Active Updates

chrisgg

GBP Profit/Loss: £4,826.26 / Value: £104,826.26 for my 100% equity portfolio.

Biggest gainer Polar Capital Tech Trust (+9.1%), biggest loser Princess Private Equity (-0.6%).

aj9648

I’m a fairly newbie to investing

I’m assuming the vanguard is a passive fund. Any good examples of an active fund.....what kind of charges are associated with an active fund?

I’m m assuming an active fund Is something A fund manager actively optimises to return value?!!

Alexland

Yes however the active fund manager doesn't have a crystal ball and often charges higher fees with higher trading costs so on reflection many of us prefer going more passive to get closer to the true market return.

TBC15

Hi Folks could we keep this thread clear for just results please. We have an associated discussion thread here

https://forums.moneysavingexpert.com/discussion/5719517

Thrugelmir

Don't let your Granny loose at the dogs SIPP

£103,881 ( Month -1.26%; to date +3.88%).

Includes cash balance of £812. ( Dividends/income accrued and paid to date)

TBC15

Well, the last couple of days have been disappointing result bottom line for end of Nov

TBC15 £105726
BLB53 £101875

bostonerimus

Here's my performance for November
VTBLX -0.16%
VTIAX +0.8%
VTSAX +3.04%

Values are now
VTBLX $24987
VTIAX $25551
VTSAX $52641

Total $103179 or +3.18%

bowlhead99

bostonerimus wrote: »

Here's my performance for November
VTBLX -0.16%
VTIAX +0.8%
VTSAX +3.04%

Values are now
VTBLX $24987
VTIAX $25551
VTSAX $52641

Total $103179 or +3.18%

Interesting, on the face of it the percentages look more positive than TBC and BLB who both got negative results over the month and TBC said it was a bit disappointing.

But if we keep score in the same currency: your $103179 at £0.7404 to the dollar is now only worth £76,396 ; whereas the end of October your $101548 at £0.7532 to the dollar was £76482 invested ; a loss of a few hundred pounds of value over the month of November even though all your holdings were positive in your currency of measurement.

Obviously your objective is to earn returns of dollars rather than pounds and everyone here is investing with different objectives anyway, but it does make a bit of a mess of comparing the results of [style a] vs [style b] if the measurement of success is in a different currency for one person than it is for another.

Linton

Linton Growth: £103805
Linton Wealth Preservation: £100745

Linton

bowlhead99 wrote: »

......
Obviously your objective is to earn returns of dollars rather than pounds and everyone here is investing with different objectives anyway, but it does make a bit of a mess of comparing the results of [style a] vs [style b] if the measurement of success is in a different currency for one person than it is for another.

Yes - I suspect it's the questions raised and the insights gained by this exercise which will prove to be more useful than the crude results and make it worth doing.