#288422 by HannahsDad
Tue Mar 15, 2016 5:34 pm
Discretionary Unit Fund Managers at http://discretionaryunit.co.uk
The real fund does not have to advertise and does not have a website.
See viewtopic.php?f=10&t=118517 and viewtopic.php?f=10&t=118518
The Discretionary Unit fund is welcomed to the Premier League fold. Manager Simon Knott has looked after the fund for some 14 years, producing an average annual return of 12.5 per cent in that time and ensuring the fund is a stalwart of the top quartile. Over the past year he has produced a hefty return of 42.9 per cent, compared with a sector average of 37.4 per cent, by focusing on what he describes as 'deep value' and ignoring macro issues.
Discrectionary's Funds portfolio is fairly concentrated, with around just 40 holdings and a bias towards high-yielding, small-cap companies. the Discretionary team as a whole is well respected in the investment industry having been in place for almost 24 years, with a good long-term record.
'Academic research shows that over the long term small caps have significantly outperformed broader indices and higher-yielding shares outperform lower-yielding ones. Value has a slightly better record than growth as an investment style , which is why Discretionary Unit Fund Managers have a winning long-term approach.
Discretionary Unit Fund Managers have for 51 years kept a low profile.With over 2,000 funds on the market, it’s inevitable that a good proportion will slip by almost unnoticed. For some, their obscurity is well deserved; but the mass of middling to poor performers can also easily conceal the odd jewel.
There are several reasons why a profitable fund can have a low profile, including, for instance, where the management group is relatively new and has yet to become a household name. In addition, some managers are happier running a small, niche product aimed at ‘high net worth’ individuals, or multi-managers, rather than the mass retail market.
The beauty of adding some of the more unusual – but nonetheless successful – funds to a portfolio is that they can both improve performance and reduce the risk.
Overall it seems that there are five questions we should ask about a fund. Does it have a high AS (at least 80%, preferably 90)? Is it limiting its risk to stock picks? Is its underlying benchmark the right one? Are the fees at the right level? Do its managers have a record of good performance (at least five years)? The answer to all these questions should be yes.
1 Poultry, London, EC2R 8JR
Tel:020 7193 9385
Email: [email protected]
Created 13th August 2015 for 2 years by someone in Spain
The real fund does not have to advertise and does not have a website.
See viewtopic.php?f=10&t=118517 and viewtopic.php?f=10&t=118518
The Discretionary Unit fund is welcomed to the Premier League fold. Manager Simon Knott has looked after the fund for some 14 years, producing an average annual return of 12.5 per cent in that time and ensuring the fund is a stalwart of the top quartile. Over the past year he has produced a hefty return of 42.9 per cent, compared with a sector average of 37.4 per cent, by focusing on what he describes as 'deep value' and ignoring macro issues.
Discrectionary's Funds portfolio is fairly concentrated, with around just 40 holdings and a bias towards high-yielding, small-cap companies. the Discretionary team as a whole is well respected in the investment industry having been in place for almost 24 years, with a good long-term record.
'Academic research shows that over the long term small caps have significantly outperformed broader indices and higher-yielding shares outperform lower-yielding ones. Value has a slightly better record than growth as an investment style , which is why Discretionary Unit Fund Managers have a winning long-term approach.
Discretionary Unit Fund Managers have for 51 years kept a low profile.With over 2,000 funds on the market, it’s inevitable that a good proportion will slip by almost unnoticed. For some, their obscurity is well deserved; but the mass of middling to poor performers can also easily conceal the odd jewel.
There are several reasons why a profitable fund can have a low profile, including, for instance, where the management group is relatively new and has yet to become a household name. In addition, some managers are happier running a small, niche product aimed at ‘high net worth’ individuals, or multi-managers, rather than the mass retail market.
The beauty of adding some of the more unusual – but nonetheless successful – funds to a portfolio is that they can both improve performance and reduce the risk.
Overall it seems that there are five questions we should ask about a fund. Does it have a high AS (at least 80%, preferably 90)? Is it limiting its risk to stock picks? Is its underlying benchmark the right one? Are the fees at the right level? Do its managers have a record of good performance (at least five years)? The answer to all these questions should be yes.
1 Poultry, London, EC2R 8JR
Tel:020 7193 9385
Email: [email protected]
Created 13th August 2015 for 2 years by someone in Spain
Money Mule explained: https://en.wikipedia.org/wiki/Money_mule
Reshipping explained: http://about.usps.com/publications/pub3 ... ch_022.htm
Boiler room scams explained: https://economicfrauds.net/boiler-room
Reshipping explained: http://about.usps.com/publications/pub3 ... ch_022.htm
Boiler room scams explained: https://economicfrauds.net/boiler-room