Fund of the week: cautious approach can pay off
“I’m not a great fan of cautious managed funds,” says Brian Dennehy of independent financial advisor Dennehy Weller in The Sunday Telegraph. In good times, they struggle compared with decent equity funds, while in hard times they are supposed to be designed to beat cash. But up to this point “they seem to have failed – with perhaps only one exception. The JPM Cautious Total Return fund”. It’s up 7.4% in the past 12 months, against 0% for the average fund in the cautious managed sector.
This full article is for Subscribers only. Subscribers
log in here.
To read the rest of this article in full, just click here now for your
3-week FREE TRIAL - giving you:
Sir Antony Jay
"I started with £3,000 and have doubled it to date, using a combination of tips in the 'at a glance' section." Fred McKenzie
"If you are a serious investor, you should be reading MoneyWeek." Rupert Foster, Chief Executive, FM Capital Management
"I bought into four European emerging markets funds following general info from your magazine, and so far I have achieved 25% gains." K Murphy, London
"Money Week encouraged me to go 100% oil, and I have gone £38K to £62K in a year." Garry Morrow, N Ireland
Don't miss this opportunity to join these successful investors! For your 3-week FREE trial - sign up here
To read the rest of this article in full, just click here now for your
3-week FREE TRIAL - giving you:
- FREE! - read the rest of this article now.
- FREE! - immediate access to the entire website, with all our money-making tips, news, advice and articles, continuing for the next 3 weeks.
- FREE! - our punchy daily investment email "Money Morning", with our insights and ascerbic views on the day's financial news, plus...
- FREE! - our award-winning magazine, with all the latest financial news, developments, and essential advice for investors, delivered to your door for the next 3 weeks.
Sir Antony Jay
"I started with £3,000 and have doubled it to date, using a combination of tips in the 'at a glance' section." Fred McKenzie
"If you are a serious investor, you should be reading MoneyWeek." Rupert Foster, Chief Executive, FM Capital Management
"I bought into four European emerging markets funds following general info from your magazine, and so far I have achieved 25% gains." K Murphy, London
"Money Week encouraged me to go 100% oil, and I have gone £38K to £62K in a year." Garry Morrow, N Ireland
Don't miss this opportunity to join these successful investors! For your 3-week FREE trial - sign up here
FREE! For all our latest advice on making profitable investments, claim your 3-week FREE trial of the MoneyWeek website and magazine now.
Money Morning is the FREE daily email from MoneyWeek
– a punchy round-up of the latest investment news and profit opportunities.
DON’T MISS IT!
