Monthly Update: October 2016
A sliding currency is hardly a new experience for we Britons. The UK led the pack by deserting the gold standard in 1931; Sterling was uncompetitive in 1949 and 1967[…]
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Monthly Update: September 2016
The unaudited Athelney Trust NAV inched ahead in a remarkably quiet September by 1 per cent to 243.6, still shy of the 31 December 2015 figure of 245. Brexit means[…]
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Monthly Update: August 2016
Not at all a bad month for equities in general and small caps. in particular with the Athelney Trust unaudited NAV up by 3.8% whereas the FTSE Small Cap, Fledgling[…]
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Monthly Update: July 2016
The Athelney Trust unaudited NAV rose by 7.4 per cent in July compared with the 6.8, 6.5 and 6.8 per cent rises for the FTSE Small Cap, Fledgling and AIM[…]
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Monthly Update: June 2016
First, the plain facts unattractive as they are. The unaudited NAV of Athelney Trust fell by 6% in June which was markedly worse than the various indices that I track.[…]
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Monthly Update: May 2016
The Athelney Trust unaudited NAV rose by a modest 0.3% in May whereas the FTSE Small Cap and AIM All-share increased by 0.2% and 1.2% respectively but the Fledgling actually[…]
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Monthly Update: March 2016
Athelney Trust’s total return for the first quarter was a rather uninspiring -1.6% compared with falls of 2, 3.6 and 1.2 % in the FTSE Small Cap, AIM All-share and[…]
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Monthly Update: February 2016
After the wild gyrations of January, February was a quieter month with the unaudited NAV of Athelney Trust and the three relevant benchmarks barely altered. Which gives me the space[…]
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Monthly Update: January 2016
Equities and oil both experienced a pretty awful January, indeed the first two weeks were the worst start to a year that I can remember in half a century: Athelney[…]
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Monthly Update: December 2015
The year 2015 finished on a subdued note, with the Athelney Trust unaudited NAV rising by 0.1% in December so that the total return for the year (i.e. growth in[…]
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