Unique Research
Smart Technology
Proven Portfolios
Simple & Powerful
When To Sell?
The Woodford Example

As we approach the 4th anniversary of Neil Woodford's Equity Income fund, over the last 12 months his struggles are notable…
 
  • Woodford Equity Income is down 9.76%
  • In contrast, the sector is up 6.69%, with the FTSE up 9.32%
  • Woodford Equity Income underperformed the sector average by over 16%...
  • …and the FTSE 100 by over 19% in just one year!

Worse still, Neil’s fund has also horribly underperformed our preferred equity income funds over the last year. 

He generated 27% less than Schroder Income, and 26% less than JOHCM UK Equity Income – these are shocking differences.

Should you now sell?

  • This is exactly the sort of question we answer week after week, with analysis, alerts, and clear ratings and recommendations
  • Underperformance and loss of momentum over the last year is a major concern for holders of this fund
  • Don’t let fund manager loyalty blind you to the better opportunities out there
  • We provide the guidance you need to stay in winning funds, no holds barred.

 
How To Transform Your Investing Potential

So, more generally, what's the problem?

The problem is that 92% of all investment funds are mediocre at best (1)

This is even worse than it appears because investors buy and sell at just about the worst possible time. (2)

Now imagine the solution. Imagine that you can consistently identify the 8% of funds with the greatest potential.

And having the means to identify the best possible times to buy and sell?

This is what FundExpert does, and much more besides.

With our 'Gold Membership' you can carry on investing through your current platform or advisers. We will simply provide you with the tools, research and Smart Technology to ensure you make much better investing decisions.

It will make your investing a lot less stressful and a lot less time-consuming.

You might like to build your own portfolio, in which case we provide you with a straightforward, yet remarkable process for uncovering funds with outstanding potential.

Or you might like a bit more guidance, in which case there are a selection of very powerful portfolios, which we regularly review and update with great clarity.

 
What's The Catch?

How much would you pay someone who could deliver the potential of an extra £808,446?

Quite a few thousand pounds a year surely?

How much do you spend on High Street coffees each month?  £40?

Wine or beer?  £50-100?

Sky subscription?  £80?

On eating out?  £100-£300?

FundExpert? From Just £1

Try our Gold Membership for just £1 for the first month, and then just £29.20 per month thereafter.

And it’s not just the money – it’s less stress, greater efficiency, more confidence.

It's a bonkers offer really. You can pay £1 to access all of our ratings and research, and you can cancel at any time in the first 12 months and you get your money back – no quibbling, no hidden extras.


What Our Clients Say
 

·   "Direct, straightforward approach and...tremendous independent research on funds, which was crucial in using your services." J Abraham

·   "Your research always casts much needed light on a complex area for decision making."    S Lockerbie

·   "The most important feature for me was your reputation. It is not easy to get people to trust you these days." P Rosevear

·    "Love the teleconferences, good balance of pace, the stop loss tables, the Overnight Test, I feel I am learning something finally,"  S B


 
Why Listen To Me?

More than 30 years of experience is important. 

But it is the in-depth research over decades which is key to the value which I and my colleagues have created for clients over many years.

Our experience has not only given us invaluable knowledge, but an ambition and drive to help our fantastic clients.

It is our commitment to outstanding research which has driven the national press to seek out our views week after week, for many years past.

We believe with our research, the opportunities are endless.


Brian Dennehy, Managing Director

What Are The Benefits Of Gold Membership?
Exclusive Research
Every week we will send you our innovative research or off-the-wall investment commentary, straight to your inbox. You’ll also get exclusive access to our regular publications, including the acclaimed TopFunds Guide and ISA Guide.
Unique Tools

Our tools are designed to keep you in the best funds.  Use our Rate My Funds tool to check your funds and to also view the best funds sector-by-sector.  Income investor?  You’ll get access to our unique Income Tool built on our industry-leading income research.

Buddy Service

Managing your investments isn't easy. Our goal is to make your investing less stressful and less time consuming.  Monthly teleconferences give direct input on YOUR burning questions.  While our Smart Technology will prod you when you need to review your funds or pay attention to market moves.

Proven Portfolios

Our clear process uncovers outstanding funds and we use this to construct our Dynamic Portfolios: powerful, proven and regularly reviewed and updated.  You can also use our Portfolio Builder or take the building blocks we give you and build your own from scratch!

NOTES
1: Vintage fund report 2014. 92% of unit trusts/OEICS failed to be in the top 40% of performance in their sector for at least 60% of the time. We do not believe that this is a demanding benchmark, but only 8% of funds met it.

2: Dalbar Report 2014. This report analyses actual investor performance. For example, over the past 20 years, "equity fund" investors in the US achieved an average 2.02% annualised return, which is 4.2% less than the 9.22% that he/she could have achieved by simply investing funds in an S&P500 index-tracking fund. The problem was investors jumping into and out of the market at the worst times.

Capital Risk: The value of funds and the income from them can fall as well as rise as a result of market or currency fluctuations, and you may not get back the amount originally invested.  Past performance is not a guide to future performance.  Please ensure that you read the Key Features and full product literature (on the pages after the applications) before choosing to make an investment. In particular, some funds might have special risks (such as the ability to defer withdrawals) and you should make yourself aware of these. All funds have the right to suspend dealings in extreme circumstances. 

This is not personalised advice: Information shown here and on the wider website should not be taken as personalised advice or a recommendation to make an investment decision.  No liability is assumed for any use, or misuse, of the information presented on this website, whether by FundExpert or Dennehy Weller & Co.
[bot_catcher]