Transforming personal finance since 2011

#36 — "Why this fund is perfect for these market conditions"

December 21st, 2018

By Andrew Craig

Reading time: ~ 0 minute

Today I just wanted to share my latest audio interview with you. A couple of weeks ago, Lee Wild of Interactive Investor was kind enough to invite me into their HQ to discuss our fund.

In the interview, we covered:

  • How Plain English Finance began
  • Why we launched an investment fund
  • The fund's objectives
  • The fund's performance over the last 12 months
  • The current market
  • The fund's position
  • Active vs. passive
  • The break-even fallacy, sequencing risk, and compounding

Please do feel free to have a listen below.

(You can read the article in its entirety on the ii.co.uk.)

That's it from Plain English Finance for 2018. The team would like to join me in wishing you a wonderful Christmas and a very happy New Year...

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.