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Keeping you up to date

You may have read about the suspension of purchases and redemptions in the Woodford Equity Income fund on Monday 3rd June. Whilst the fund is not held in Equilibrium funds or portfolios, some clients have enquired about the situation and are concerned about its consequences.

Many of you reading this will have an understanding of the quantitative and qualitative process that we go through before investing clients’ hard-earned money, however, one of the least discussed factors we have talked about previously is fund size. You might be asking why it matters how big or small a fund is - if it performs, so what?

Last year was tough for investors, with many now worried about what the rest of 2019 will be like. However, things aren’t as gloomy as they seem. Graeme Black explains why investors need to stay positive and keep a long term view.

Are you worried about your investment’s performance? Well, sometimes headline figures can be misleading and cause unnecessary panic. Andy Baker explains why it is worth taking a minute and looking at the bigger picture.

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