AWSM Fund – January 2018 Note

Download full AWSM Fund January 2018 letter to investors.

Excerpt below:

…AlphaWealth Prime Small & Mid Cap (AWSM) Fund has bounced c.10% from its pre-ANC NEC low in mid-December 2017. This bounce has continued to gain momentum during January 2018 and we are happy to be reporting a +1.94% return this month versus our benchmark’s -0.56% return.

Just a reminder for those who have or are interested in Tax-Free Savings Accounts with the AWSM Fund, February is tax year-end. Maximise your annual allowance and/or ready up your lump-sums for next tax year (March).

See more detail on the AWSM Fund here.

 

Kind regards

Keith

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