Monthly Update: April 2019
Global markets continued their strong start to the year with most regions up during April. U.S. equities continued to perform well with the S&P 500 Index advancing by 3.9% as[…]
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Monthly Update: March 2019
Global markets continued their strong start to the year with most regions up during the month of March. There has been a shift towards defensive and yield-related sectors while cyclicals[…]
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Monthly Update: February 2019
As stated last month, the trade and political outlook for 2019 remains unclear. President Trump has walked away from a de-nuclearisation deal with North Korea, a trade deal with China[…]
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Monthly Update: January 2019
It is pleasing to report that the Athelney Trust unaudited NAV increased by 3.27% during January, which compares with a 3.58% increase in the FTSE Index, a 7.01% increase in[…]
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Monthly Update: December 2018
The Athelney Trust unaudited NAV continued to decline during December, the seventh month in a row, to 226p, a decline of 5.24% which compares with a 3.61% decline in the[…]
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Monthly Update: November 2018
The Athelney Trust unaudited NAV continued to decline during November, the sixth month in a row, to 238.5p, a decline of 1.45% which compared favourably to a 2.09% decline in[…]
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Monthly Update: October 2018
As a survivor of the stock market crash in 1987 and the 2008 Global Financial Crisis, I have learned the importance of having the courage to stand true to core[…]
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Monthly Update: September 2018
Yet again, the Athelney Trust unaudited NAV fell in September, this time by 1.2% as compared to the Small Cap Index which declined by only 0.4% and the FTSE which[…]
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Monthly Update: August 2018
Yet again, the Athelney Trust unaudited NAV fell in August, this time by 0.3 per cent and again marred by disappointing trading up-dates and actual profit announcements. This trend started[…]
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Monthly Update: July 2018
Another anti-climactic month for Athelney Trust, with the unaudited NAV falling by 1.2 per cent. The same problem has been with us since the start of the year in that[…]
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