Monthly Update: May 2019
The strong start to the year came to an end as the US announced that it would be moving ahead with tariff increases on US imports from China. China responded[…]
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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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