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Great Platform Advice & Suggestion
Hello and thank you for creating a great platform, it is a pleasure to use. I would like to ask a piece of advice as i am new to this: Is it advisable to buy lots of different funds or to research a couple and stick with those. Is it possible when selling to choose the option to sell all or do i have to write a letter for each fund i wish to sell. Suggestions: Would you be able to create a favorite area, as i am enjoying to research funds however each time i have to create a google docs to keep all good funds that i find in. Other than that great platform and enjoying to...
1 week ago
jordanboon0
0 reputation
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Rated fund under review - Threadneedle Global Opportunities - April 2017
The fund has been placed Under Review following a change in manger and the funds relatively disappointing performance. Threadneedle Global Opportunities (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
2 weeks ago
RaynerSpencerMills
25 reputation
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Rated fund under review - Goldman Sachs Emerging Market Equity Portfolio - April 2017
The fund has been placed Under Review due to a change in manager. Goldman Sachs Emerging Market Equity Portfolio (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
2 weeks ago
RaynerSpencerMills
25 reputation
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Rated fund under review - Goldman Sachs India Equity Portfolio - April 2017
The fund has been placed Under Review due to a change in manager. Goldman Sachs India Equity Portfolio (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
2 weeks ago
RaynerSpencerMills
25 reputation
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Rated Fund - Standard Life European Equity Growth - April 2017
This fund was previously under review. The whole process, from asset allocation through to fund selection, utilises the strength of both internal and external resources to form a balanced combination of portfolios. This robust structure forms the basis from which all portfolios are built and provides a consistency across the range. Advisers looking to combine different styles for clients within the MyFolio range can do so knowing the portfolio will have the same underlying characteristics. Within the MyFolio fund range the Market funds have the lowest cost base and, as such, the...
2 weeks ago
RaynerSpencerMills
25 reputation
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Rated fund - M&G Global Select - April 2017
This fund was previously under review. M&G Global Select provides investors with a concentrated portfolio of quality companies that have ‘economic moats’ to protect their profitability and an element of change helping to drive their value. The fund manager aims to invest in businesses when short-term ‘disruptions’ have provided a clear valuation opportunity. It is a pure bottom-up stock picking fund with the stocks selected from a universe of around 300 companies well known to the fund manager, who has established a very credible track record of managing such a fund. The...
2 weeks ago
RaynerSpencerMills
25 reputation
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Rated fund - M&G Episode Growth - April 2017
This fund was previously under review. The underlying investment process was originally applied as a macro overlay to the Prudential Life fund. Its successful application led to it being used for external assets, initially in the form of a hedge fund based in the Cayman Islands and as core mandate on segregated accounts, prior to it being applied to M&G’s Multi-Asset funds. M&G’s Multi-Asset team is extremely well resourced. It consists of investment professionals who are experienced in running multi-asset funds, having managed the multi-asset mandates for the Prudential Life...
2 weeks ago
RaynerSpencerMills
25 reputation
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Rated Fund - Fidelity Enhanced Income -
The stock picking process is exactly the same as the Moneybuilder Dividend Fund. The aim of the overlay strategy is to provide an enhanced income which by its nature reduces fund volatility further, however the premiums received are not sufficient to make this an absolute return type vehicle. In any market sell-off, the key defence to capital value would be stock selection. Looking at performance versus core plain vanilla UK equity income funds, a sideways market where the fund is gaining extra income without having to give up much upside from being called out of stocks would...
2 weeks ago
RaynerSpencerMills
25 reputation
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Hybrid Portfolio - Significant Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a strong, positive return of 6.23% and outperformed its composite benchmark this quarter. From an overall asset allocation perspective, the preference for international equities over UK equities was positive, as was regional positioning. Following the major political changes in the second half of 2016, the first quarter of 2017 was a little quieter, although it marked the inauguration of Donald Trump as US President, who began to lay out his economic and fiscal...
2 weeks ago
RaynerSpencerMills
25 reputation
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Hybrid Portfolio - Higher Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a reasonably strong, positive return of 4.67% and marginally outperformed its composite benchmark this quarter. From an overall asset allocation perspective, the underweight to property and overweight to equities were the main positives based on their relative performance. The preference for international equities over UK equities was also positive, as was regional positioning. Following the major political changes in the second half of 2016, the first quarter of 2017...
2 weeks ago
RaynerSpencerMills
25 reputation
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Hybrid Portfolio - Medium Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a good, positive return of 3.36% but marginally underperformed its composite benchmark this quarter. From an overall asset allocation perspective, the underweight to fixed income and overweight to equities were positives based on their relative performance. The preference for international equities over UK equities was also positive and regional positioning was another positive. Following the major political changes in the second half of 2016, the first quarter of 2017...
2 weeks ago
RaynerSpencerMills
25 reputation
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Hybrid Portfolio - Lower Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a decent, positive return of 1.52% but underperformed its composite benchmark this quarter. From an overall asset allocation perspective, the small overweight to fixed income and small underweight to equities was negative based on their relative performance but, within this, the underweight to UK equities was positive. Following the major political changes in the second half of 2016, the first quarter of 2017 was a little quieter, although it marked the inauguration of ...
2 weeks ago
RaynerSpencerMills
25 reputation
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0comments
Active Portfolio - Significant Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a strong, positive return of 6.58% and outperformed its composite benchmark this quarter. From an overall asset allocation perspective, the preference for international equities over UK equities was positive, as was regional positioning. Following the major political changes in the second half of 2016, the first quarter of 2017 was a little quieter, although it marked the inauguration of Donald Trump as US President, who began to lay out his economic and fiscal...
2 weeks ago
RaynerSpencerMills
25 reputation
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Active Portfolio - Higher Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a relatively strong, positive return of 4.66% and very marginally outperformed its composite benchmark this quarter. From an overall asset allocation perspective, the combination of a small underweight to fixed income and an underweight to property with an overweight to equities was the main positive based on their relative performance. The preference for international equities over UK equities was also positive, as was regional positioning. Following the major...
2 weeks ago
RaynerSpencerMills
25 reputation
0votes
0comments
Active Portfolio - Medium Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a good, positive return of 3.52% and performed in line with its composite benchmark this quarter. From an overall asset allocation perspective, the combination of a very small underweight to fixed income and very small overweight to equities was positive based on their relative performance. The preference for international equities over UK equities was also positive and regional positioning was another positive. Following the major political changes in the second half...
2 weeks ago
RaynerSpencerMills
25 reputation
0votes
0comments
Active Portfolio - Lower Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a good, positive return of 2.43% and marginally outperformed its composite benchmark this quarter. From an overall asset allocation perspective, the combination of a small underweighting to fixed income and small overweighting to equities was a major positive based on the relative performance of these asset classes. The preference for international equities over UK equities was also positive. Following the major political changes in the second half of 2016, the first...
2 weeks ago
RaynerSpencerMills
25 reputation
0votes
0comments
Funds with exposure to Marijuana producers
Hi, Do you have any funds listed that are exposed to Marijuana producers? With the ongoing legalisation of medical and recreational marijuana in the US and other countries around the world, I think it is becoming a very interesting investment opportunity. ...
2 weeks ago
sluthi
0 reputation
0votes
2comments
How many eggs in how many baskets?
It’s one of the basic rules of investment: you should aim to build a diversified portfolio of assets to reduce the risk of a setback on any one of those assets causing real damage to your wealth. But while most of us understand the importance of not holding all our eggs in one basket, what does this mean in practice? How many holdings do you really need in a diversified portfolio? The bad news is there’s no straightforward answer to that question, not least because some holdings give you greater diversification than others. If you own stakes in 10 funds all investing in blue-chip ...
1 month ago
rplan_david
42 reputation
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Rated fund - Baillie Gifford Japanese Income Growth - March 2017
The stock picking process is exactly the same as the Global Dividend Fund. The aim of the overlay strategy is to provide an enhanced income, which by its nature does reduce fund volatility further. The premiums received are not sufficient to make this an absolute return type- vehicle as, for example, retention of premium income might add a little over 2% to returns, which would get swamped in a big down year in markets if these declined by say, 15%. In any market sell-off, the key defence to capital value would be stock selection. Looking at performance versus core plain...
1 month ago
RaynerSpencerMills
25 reputation
0votes
0comments
Rated fund - Fidelity Global Enhanced Income - March 2017
The stock picking process is exactly the same as the Global Dividend Fund. The aim of the overlay strategy is to provide an enhanced income, which by its nature does reduce fund volatility further. The premiums received are not sufficient to make this an absolute return type- vehicle as, for example, retention of premium income might add a little over 2% to returns, which would get swamped in a big down year in markets if these declined by say, 15%. In any market sell-off, the key defence to capital value would be stock selection. Looking at performance versus core plain...
1 month ago
RaynerSpencerMills
25 reputation
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