Page 31 - DIY Investor Magazine | Issue 40

We tend to focus on the best-performing funds in each sector because these are the ones we believe our members are most likely to want to invest in.
From time to time, it is interesting to see how the worst funds in each sector are doing, just to get a feel for the difference.
Over the same time frame, these were the funds with the lowest 26-week returns:
• In the UK All Companies sector, abrdn UK Value Equity with a 4.2% loss
• In the UK Smaller Companies sector, Premier Miton UK Smaller Companies with a 4.1% loss
• In the UK Equity Income sector, abrdn UK Income Unconstrained Equity with a 6.3% loss.
‘ALTHOUGH IT IS IMPORTANT TO BE INVESTED IN THE RIGHT SECTORS, YOU ALSO WANT TO ENSURE YOU ARE IN ONE OF THE BEST-PERFORMING FUNDS’
It just goes to show that although it is important to be invested in the right sectors, you also want to ensure you are in one of the best-performing funds.
The standout fund from these sectors over the last six months has been Ninety One UK Special Situations.
Our Ocean Liner portfolio invested in this fund last year, in early December, and we added to our position in February. Last week, we increased our holding again, and at the same time introduced this fund into our Tugboat portfolio.
For more information about Saltydog, or to take the two-month free trial, go to www.saltydoginvestor.com
31
April 2024
DIY Investor Magazine ·