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Its Not Harry

Comment and opinion for retail investors in the UK

Members Only

Jupiter India fund – a cause for concern?

4th March 2019 by Mark Potter Leave a Comment

This fund is one I have been familiar with for some years, in fact since it launched in 2008. It has had the same fund manager throughout. He is an India specialist with obvious credentials but the fund has not done well relative to its benchmark over the last 2 years after great results in 2016. Most of the damage has been in the last 12 months. I commented on Indian funds in mid 2018, but newer subscribers may not see those posts and other readers may like an update. People tend to focus on the funds in their portfolios with the largest negative numbers!

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Filed Under: Funds, Members Only

Over commitment? (m)

23rd February 2019 by Mark Potter Leave a Comment

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Filed Under: Funds, Members Only

February Watching Brief now on-line (m)

5th February 2019 by Mark Potter Leave a Comment

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Filed Under: Announcements, Members Only

January Watching Brief now available (m)

7th January 2019 by Mark Potter Leave a Comment

I have added my commentary for January to the site and subscribers can access it here.

Filed Under: Announcements, Members Only, Site Content

New Fund Review Added (m)

11th December 2018 by Mark Potter Leave a Comment

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Filed Under: Funds, Members Only

Defensification (m)

9th December 2018 by Mark Potter Leave a Comment

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Filed Under: Asset Allocation, Education, Members Only, Portfolios

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