Transforming personal finance since 2011

#48 — The launch of our Fund Factsheet


August 19th, 2019

By Andrew Craig

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I am delighted to be announcing the first of our monthly Fund Factsheets today. You can download it directly here (PDF format).

You will see that this is a two page document.

We would like to think that the first page provides all the key information you need about the fund at a glance. The second page then gives you details of the trades we made in the month and a brief commentary.

This document should be of interest to two audiences: First, investors in our fund (hopefully at least!). But also - anyone who might be interested in what our trend following signals are telling us about 24 of some of the world’s largest and most important financial markets. Hopefully that is a fairly significant number of our readers!

If you would like to receive this product each month, please do make sure you are on our trading distribution list from the subscribe box on the Funds page of this site.


Important Disclaimer

Plain English Finance Limited has used all reasonable efforts to ensure the accuracy of the information contained in this communication at the date of publication.

An English language prospectus for the VT PEF Global Multi-Asset Fund is available on request and via www.plainenglishfinance.co.uk/funds.

Investors should read this document in conjunction with the fund's Key Investor Information Document and the relevant application form before purchasing shares in the fund. Full details of each of the risks and aims for the fund can be found in the Key Investor Information Document which are available from us or at www.plainenglishfinance.co.uk/funds.

Past performance is not a reliable indicator of future performance. The value of investments and any income from them may fall as well as rise, the return may increase or decrease as a result of currency fluctuations, and you may not get back the amount of your original investment.

Plain English Finance Ltd. does not make any recommendations regarding the suitability of this product for you and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. If you are in any doubt about the information in this email or our website please consult your financial or other professional adviser.