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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Monthly Update: June 2018
Since 2008, the small cap., value and income segment has been a great place to be and Athelney Trust has done particularly well to be in exactly the right spot. Not so[…]
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Monthly Update: May 2018
The Athelney Trust unaudited NAV rose by 1 per cent in May which, on the face of it, seems a fairly reasonable performance but, alas, the past month has again[…]
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Monthly Update: April 2018
A slight improvement was noticeable in April, with the Athelney Trust unaudited NAV creeping up by 1.7% but still lagging the various small cap. indices over the month and well[…]
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Monthly Update: March 2018
My review of the first quarter of 2018 should start with Thank goodness it’s over! In January, American investors were talking about a melt-up but February was very different with nerves stretched tight as[…]
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Monthly Update: February 2018
What a very strange start to the year! As usual American stats. illustrate it best: amid talk of a melt-up, the S&P 500 rose by 7% in the first four[…]
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Monthly Update: January 2018
A thoroughly disappointing start to the New Year with a fall in Athelney’s unaudited NAV of 1.9 per cent. This at a time during when the MCSI All World Index[…]
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Monthly Update: December 2017
If 2016 was the year of shock and surprise, then 2017 was the year of disruption. A blizzard of tweets followed President Trump’s inauguration (my nuclear button is bigger than[…]
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Monthly Update: November 2017
Not a good month for equities in general and Athelney Trust in particular, with the latter’s NAV falling by 1.3% to 280.1. Cineworld was a notable casualty, dropping by 18.2%[…]
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Monthly Update: October 2017
Those Brexiteers are at it again, keen for us to walk away from the EU without a deal and thus fall back on WTO rules. And yet, the car industry,[…]
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