Buffettology fund performance
WebOct 21, 2024 · GB00BF0LDZ31. The investment objective of the Fund is to seek to achieve an annual compounding rate of return over the long term which is superior to the median performance of all of the funds forming the official peer group of which the Fund is part. Investments will be made principally in UK equities, applying the methodology of … WebNov 16, 2024 · Over the past year, the Buffettology fund has returned a bottom-quartile 17% while the average UK peer has made 24%. However over three, five and 10 years it …
Buffettology fund performance
Did you know?
WebApr 6, 2024 · Click on an indicator below to add it to the chart. Simple Moving Average Exponential Moving Average Bollinger Bands ® Parabolic SAR Price Channel Time Series Forecast Linear Regression Moving Average Envelope. Lower. Base comparison. Change (1Y) CFP SDL UK Buffettology Fund General Income. GB00BKJ9C676:GBP. -14.61%. WebApr 6, 2024 · Upper. Click on an indicator below to add it to the chart. Simple Moving Average Exponential Moving Average Bollinger Bands ® Parabolic SAR Price Channel …
WebFeb 8, 2024 · Buffettology fund interview: latest buys, and why performance will bounce back interactive investor 26.1K subscribers Subscribe No views 1 minute ago interactive … WebFund Information Discrete Performance (%) Cumulative Performance (%) Share Class Information Fund Objective and Strategy Discrete Year to Quarter End Performance (%) A - B - CFP SDL UK Buffettology Fund 1 Factsheet - January 2024 Keith Ashworth-Lord 34 28th March 2011 IA UK All Companies £1.40 bn
WebCFP SDL UK Buffettology I Multi-cap UK equity fund applying the investment principles of Warren Buffett. PRICE (INC) 288.93p PRICE (ACC) 118.02p INITIAL CHARGE 0 % … Web0.9%. Prices as at 29 Mar 2024. We don’t currently provide commentary on this fund. Past performance is not an indication of future performance. Capital at risk. The main objective of the UK Buffettology Fund is to achieve a superior annual compounding rate of return over the long-term, defined as between five and ten years, by investing ...
WebOct 21, 2024 · The investment objective of the Fund is to seek to achieve an annual compounding rate of return over the long term which is superior to the median …
WebMar 2, 2024 · The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. selling company products onlineWebJan 26, 2024 · Interactive Investor has kicked Liontrust Special Situations and the UK Buffettology fund off its Super 60 buy list over concerns the fund giants have grown too big.. Five funds were axed in a makeover of the DIY investment platform’s list of recommended funds, investment trusts and exchange-traded funds (ETFs), which was … selling company products on ebayWebJan 1, 2024 · CFP SDL UK Buffettology Fund Replaced with Jupiter UK Special Situations Fund. March 2024: Annual review A full rebalancing back to the target Asset Allocation and Fund weightings Our Asset Allocation has not changed since inception. However, as a result of performance of individual funds, the portfolio had diverged from the original … selling company lease transferWebMar 17, 2024 · The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. selling company to googleWebSep 3, 2024 · Over the past six months Keith Ashworth-Lord has seen the size of his Sanford Deland UK Buffettology Fund nearly double to £1.13 billion. In that time, the number of holdings in the fund has risen from 30 stocks to just 34. ... The size of the fund can increase by both fund performance (12% you quote) plus new money added by … selling company stock through atmWebFeb 16, 2024 · Buffettology fund interview: latest buys, and why performance will bounce back. interactive investor’s collectives editor Kyle Caldwell speaks to the UK’s very own Warren Buffett, Keith Ashworth-Lord, manager of the CFP SDL UK Buffettology and CFP SDL Free Spirit funds. In the interview, Ashworth-Lord addresses short-term … selling company stock within 401kWebSince the fund began in 2010, the CFP SDL UK Buffettology Fund has consistently outperformed its benchmark, winning attention from the national press, receiving top ratings and collecting a number of industry awards. The objectives of the fund are to achieve an annual compounding rate of return over … Buffettology Fund. CFP SDL UK Buffettology Fund. The Investment … Manager of the CFP SDL UK Buffettology Fund and the CFP SDL Free Spirit … ConBrio Fund Partners Limited 111 Piccadilly Manchester M1 2HY. … This section is only for UK regulated financial advisers, wealth managers and … selling company secrets illegal