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Under the Bonnet

Alex Savvides and Tom Matthews provide a strategy update for November. 

  • Alex Savvides
  • Tom Matthews
06 Dec 2019
View PDF   Download PDF  
View PDF   Download PDF  
  • The FTSE 250 total return index reached an all-time high as polling data suggested the Conservatives could win a majority in the forthcoming general election.
  • The Fund marginally underperformed in what was a sluggish month for news flow and a volatile period for share prices.
  • QinetiQ arguably had the best news flow amongst the Fund’s holdings with interims showing the growth strategy continuing to gather pace.
     

Disclaimer

Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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