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Investment funds performance
Powerful_Pierre
Posts: 76 Forumite
How have your investment funds performed during the last three volatile months? I have 8 'high risk' funds (other investments elsewhere) and I am currently down 2.07%. How about you?
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Comments
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It seems the High Risks fared better than others, my (ex) Scottish Widows dropped over 8% in a matter of days in early January and was falling further after I bailed out. The last I saw the posted values before SWid's stopped showing them a few days after I cashed in, they (the funds) had dropped 12%. This was after the December drop when they decided to revalue the property fund part, I lost 3.5% due to that, but got out literally a day before SWid's decided to lock everyone in property for 180 days. Phew!0
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Down 3.5% over the last three months overall, and 7.25% from a peak in January. Two of my funds are up, and the majority of those losses are a BRIC fund I hold.Hurrah, now I have more thankings than postings, cheers everyone!0
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My BRIC is down 3.7% but Focus India is down 12.6% but hey ho this is long term stuff!0
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Powerful_Pierre wrote: »My BRIC is down 3.7% but Focus India is down 12.6% but hey ho this is long term stuff!
But if you'd held off buying till now you'd have been 12.6% better off even in long run!
My 'safe' mainstream UK/Euro/US funds are down around 10% - so not much safety in spreading risk unless you're well into emerging markets.
Robins for the drop ??????0 -
My Invesco Perpetual investments (Income & High Inc) are down but the M&G Global Basics seems to be doing nicely - made a good gain since last year.0
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BRIC -5.9%
Specialist -1.6%
Global emerging market (predominantly europe) 11.6%
Corp Bond -2.4%0
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