Investment

Quarter Two 2018 – Investment Commentary

By August 31, 2018 No Comments

Despite having surpassed all expectations and earned a 4th place finish (and the pride of the nation), for some Brits the World Cup will be remembered for the fact that the English national football team actually won a penalty shootout.

In the 28yrs since we first felt the bite of a shootout defeat much has changed, having evolved from a daunting, luck of the draw affair likened to a game of Russian roulette, to a study of football psychology, leaving as little to chance as possible, being able to rely on method, discipline and practice in order to increase the probability of achieving the desired outcome…or as Gareth Southgate put it…“owning the process”!

At Henwood Court we too believe that if you get the process right then you will most likely get the result for which you strive, and it is this principle that we apply to Portfoliosense® as your own experience will have demonstrated.
Each Portfolio is designed to meet a range of investors’ needs, having different target weighting of equities and bonds, with the aim of delivering a range of risk and return outcomes to suit each investor.

Please follow the button below to explore what has happened in the various markets over the Second Quarter of 2018.

Read the commentary

Investment Risk Warnings

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested. All investments carry an element of risk which may differ significantly.

If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. Tax rules may change in the future and taxation will depend on your personal circumstances. Charges may be subject to change in the future.

For each of the portfolios we recommend we are able to demonstrate, using back tested simulated data, the historic returns, the anticipated future returns (allowing for inflation) and the historic downsides (including the worst case scenario that would have been experienced had you been invested throughout the data period), over a variety of time periods.