spartan strategy
Home Up

 

Home
acorn strategy
spartan strategy
pensions strategy
fixed strategy

 

Aim

This portfolio is aimed at producing capital growth, sheltering funds from tax and giving exposure to markets in which I would not be able to effectively invest. The fund is financed by regular payments from a feeder account held outside of Chuffy.

Strategy

The strategy of the fund is based around Focus Investment but due to the need to make use of tax incentives and collective funds other criteria have to taken into account. The strategy involves:-

Selecting an above average performance long term fund to use as the main tax free savings vehicle.
Maintaining the maximum payments into any tax free funds.
Keeping the number of funds down to a maximum of 10.
Selecting with profits funds which have above average growth records combined with large surpluses.
Monitoring funds performance and constituent holdings.
Avoidance of overlapping in one market, funds are to concentrated on top performing managed funds in each market.
Removal of collective funds with a poor performance over the medium term and/or excessive charges.

Back to Top of Page