UK Opportunities Fund Bulletin
Navigating dysfunctional markets: Michael Ulrich and Rachel Reutter provide their 6 month Fund update.
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Rachel Reutter
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Michael Ulrich
- Encouraging results from our holdings (Sage, Johnson Matthey and Smiths Group)
- Christmas shopping followed by some sales – adding new names including Tesco, Johnson Matthey and Hays
- Watch valuations, asset liquidity and the political trend towards protectionism and state regulation
Disclaimer
Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
