Next recession, trade wars, up to 50% portfolio losses

TBC15

Prism wrote: »

I used to have that one until I felt I had enough to make individual regional smaller company funds. My regret is that Global Discovery out performs them

Any idea why it went a bit south for them in Jan 16?

Filo25

Prism wrote: »

I used to have that one until I felt I had enough to make individual regional smaller company funds. My regret is that Global Discovery out performs them

To be fair it is probably a lot Tech heavier than most other small company funds!

Out of interest which regional funds do you use for small cap, I'm always on the lookout for new ideas

Prism

Filo25 wrote: »

To be fair it is probably a lot Tech heavier than most other small company funds!

Out of interest which regional funds do you use for small cap, I'm always on the lookout for new ideas

Its more mid to small cap for me. I have Threadneedle European Smaller Companies, Legg Mason IF Japan and Old Mutual UK Mid Cap. My wife has Liontrust UK Smaller Companies.

I also include Fundsmith Feet as a mainly mid size cap EM fund as they list the average company size as 2.7bn although Morningstar rates it as large.

Prism

TBC15 wrote: »

Any idea why it went a bit south for them in Jan 16?

Unsure really. I moved my pension and bought a bunch of funds in feb 2016 which was when I got it. I probably wouldnt have noticed as I tend to not look at recent performance.

Filo25

Prism wrote: »

Its more mid to small cap for me. I have Threadneedle European Smaller Companies, Legg Mason IF Japan and Old Mutual UK Mid Cap. My wife has Liontrust UK Smaller Companies.

I also include Fundsmith Feet as a mainly mid size cap EM fund as they list the average company size as 2.7bn although Morningstar rates it as large.

Hold 2 of those as well (OM Mid Cap and Legg Mason)

ANGLICANPAT

This has been doing the rounds on FB, and worries me some - I was already aware about the problems with RBS but hadnt realized the extent of the problem till I saw this. Looks quite bad , and I wondered if it would affect investments much - but perhaps storm in a T cup?Surprised Teresa May hasnt answered the letter sent to her.

https://www.rt.com/shows/renegade-inc/422961-scotland-bank-economic-taxpayer/

IanManc

ANGLICANPAT wrote: »

This has been doing the rounds on FB, and worries me some - I was already aware about the problems with RBS but hadnt realized the extent of the problem till I saw this. Looks quite bad , and I wondered if it would affect investments much - but perhaps storm in a T cup?Surprised Teresa May hasnt answered the letter sent to her.

https://www.rt.com/shows/renegade-inc/422961-scotland-bank-economic-taxpayer/

Linking the collapse of RBS and its business practises with Hillsborough - where 96 people were unlawfully killed - seems very odd at least, and at worst is offensive.

I wouldn't believe anything on RT. It is a propaganda machine for Putin.

JohnRo

It's not like the banks have ever behaved criminally or caused problems before after all..

It's clearly referring to the systemic, institutional concealment of the facts that keep things suppressed until the lid blows off.

It's also clear people have been driven to suicide by these crooks. I very much doubt Neil Mitchell has the slightest interest in Putin's propaganda machine.

Superscrooge

ANGLICANPAT wrote: »

This has been doing the rounds on FB, and worries me some - I was already aware about the problems with RBS but hadnt realized the extent of the problem till I saw this. Looks quite bad , and I wondered if it would affect investments much - but perhaps storm in a T cup?Surprised Teresa May hasnt answered the letter sent to her.

https://www.rt.com/shows/renegade-inc/422961-scotland-bank-economic-taxpayer/

You do realise that RT is publically financed from the budget of the Russian Federation?
https://www.rt.com/about-us/

Hardly the most reliable source!

JohnRo

It's an unfolding scandal and one the FT and Telegraph amongst others have been reporting on since early this year. I'm reasonably confident they aren't on Putin's payroll?