January 2017

In this investment commentary we review the quarter before discussing our exit from Slater and Gordon in more detail. With the thick end of this decade now passed we look at where equity markets have got to and consider where they might end the decade. Then we have a closer look at the often overlooked but nonetheless important question that investors should be asking their fund manager; how much tax am I paying? We conclude by giving our opinion on the great central bank “febezzel”.

 

Disclaimer: The following commentaries represent only the opinions of the authors. Any views expressed are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest. All material presented is believed to be reliable but we cannot attest to its accuracy. Opinions expressed in these reports may change without prior notice. Castle Point Funds may or may not have investments in any of the securities mentioned.

Product disclosure statements, issued by Castle Point Funds Management Limited, can be found at www.castlepointfunds.com/investor-documents.quarter