sage in the hills
02 Sep 2016
Re: Why the big drop rrwI think this fund has holdings which may not as liquid as in other funds.... this will affect the short term valuations in the sp.The fund manager will also make changes in the portfolio from time to time, this will also reflect in the short term sp.You can see many examples of sharp drops at these times in the chart covering last 3 years .SAGE
sage in the hills
26 Aug 2016
Re: Why the big drop .... the same reasons as all the other big drops of the same proportions this year ?? ...SAGE
red rose wizz
25 Aug 2016
Why the big drop Has anybody got any ideas thank
IOMINVESTCOM
11 Jul 2016
Re: Reduced weighting Used this hike higher to sell some more at 6.03 for 153% profit.
IOMINVESTCOM
26 Feb 2016
Re: Reduced weighting Gets my vote take a look at performance over 1yr - 35%, 3yrs - 87% & 5yrs - 160 number 1 for small caps by a mile against all the rest.[link] thoughts are you just have to be aware of it trading at a premium to NAV which it does a lot of the time.
alioua
26 Feb 2016
Re: Reduced weighting can someone here please tell me if this a good fund to invest in based on some brokers saying that japan as a sector should be a good investment going forward
IOMINVESTCOM
26 Feb 2016
Re: Reduced weighting Using this current strength to take more profit from the Jun13 purchase at 2.32 for 92% profit while it is there to take!!Latest NAV 4.40
IOMINVESTCOM
29 Jan 2016
Tough act to follow: Kumar steps up to Shin Nippon [link]
IOMINVESTCOM
26 Nov 2015
Reduced weighting Took some profit on these from Jun13 at 2.32 so banked 77% profit to reduce weighting.Core holding on the rest.GLTA
IOMINVESTCOM
24 Nov 2015
Looking positive this am nm - 412 / 4.20 spread
brownsfriend
10 Sep 2015
Out again Took quick profits at 391p - NAV down to 344p today but SP still holding up in mid 370s. Entry point again back at 340ish. All this volatility is most tiresome I am supposed to be a buy and hold investor but how can you be with this massive gyrations in SP. - got it right so far with this share but burned elsewhere in steady eddies like GSK, RDSB and BAE
brownsfriend
27 Aug 2015
Well IP I did at last take my own advice and got back in at 335 not quite the bottom but who cares in the long term should be good margin of safety . As always not quite got the sphericals to go large but a tidy profit so far nevertheless. Still a buy waiting for another conflagration before topping up - waited for this volatility for ages now a little short of the readies as just paid Mr Everest for some lovely new windows.
investorprotestor
24 Aug 2015
Re: Down in the lift well we are there. did you take your own advice?
brownsfriend
24 Aug 2015
Down in the lift Well - SP crept up the stairs nicely and for once I sold at 418p - today another gut wrenching drop in the lift . Now the usual dilemma where is the bottom - of course one can never expect to successfully call tops or bottoms but its good fun trying. Reckon when US comes in this pm could be another jolt down as they react to China problems - reckon 325p is a good target to get back in with good margin of safety over the long term.
IOMINVESTCOM
22 Jul 2015
Re: Lovely rise but what now I am thinking the same to top slice a few on these recent highs although I am still very keen on Japan.
