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Architas equity fund #673830
20/11/20 06:03 PM
20/11/20 06:03 PM
Joined: Jun 2019
Posts: 559
Aberdeenshire
Gordon D Offline OP
Talk Morgan Regular
Gordon D  Offline OP
Talk Morgan Regular

Joined: Jun 2019
Posts: 559
Aberdeenshire
My MIL has money invested with the title company, she is seeking advice on whether to keep or sell?
She has lost a significant amount of money already and I read they have recently sold out to Liontrust.

Anybody out in TM land have any experience with either company or advice as I have absolutely no idea farmer

TIA


Gordon Duguid
2013 plus 4, Montreal blue.
Re: Architas equity fund [Re: Gordon D] #673831
20/11/20 06:14 PM
20/11/20 06:14 PM
Joined: Aug 2010
Posts: 3,415
Costock, South Nottinghamshire...
Paul F Offline
Talk Morgan Addict
Paul F  Offline
Talk Morgan Addict

Joined: Aug 2010
Posts: 3,415
Costock, South Nottinghamshire...
You don't say if the fund is their UK or Global equity fund.

Our Financial Advisor has recently advised that:

  • UK funds have let your portfolios down and I would recommend waiting for a recovery in the UK markets before switching out.
    I would suggest reducing exposure to the Property Fund.


So, it depends.

I believe there is at least one Financial Advisor on here.

When looking at my father's investments recently, we found that the cost of proper independent financial advice can mount up.


Paul
Costock, UK
2014 4/4 Rolls Royce Garnet Red
Disco 4
Teddy - 17h1 Irish Draught cross
Re: Architas equity fund [Re: Gordon D] #673832
20/11/20 06:19 PM
20/11/20 06:19 PM
Joined: Jun 2019
Posts: 559
Aberdeenshire
Gordon D Offline OP
Talk Morgan Regular
Gordon D  Offline OP
Talk Morgan Regular

Joined: Jun 2019
Posts: 559
Aberdeenshire
Thanks Paul
It's a UK equity fund class R whatever that is!


Gordon Duguid
2013 plus 4, Montreal blue.
Re: Architas equity fund [Re: Gordon D] #673834
20/11/20 06:24 PM
20/11/20 06:24 PM
Joined: Aug 2010
Posts: 3,415
Costock, South Nottinghamshire...
Paul F Offline
Talk Morgan Addict
Paul F  Offline
Talk Morgan Addict

Joined: Aug 2010
Posts: 3,415
Costock, South Nottinghamshire...
We are between 4.5% and 8.3% down on our funds as of last week.

You will need professional advice but I would suggest waiting it out before changing things. Selling out now confirms the loss. All I know for sure is that we were advised to reduce our dependence on UK funds.


Paul
Costock, UK
2014 4/4 Rolls Royce Garnet Red
Disco 4
Teddy - 17h1 Irish Draught cross
Re: Architas equity fund [Re: Gordon D] #673837
20/11/20 07:00 PM
20/11/20 07:00 PM
Joined: Aug 2020
Posts: 217
Lytham St Annes, Lancashire
J
JohnHarris Offline
L - Learner Plates On
JohnHarris  Offline
L - Learner Plates On
J

Joined: Aug 2020
Posts: 217
Lytham St Annes, Lancashire
In general the UK currency and assets are out of favour (FT article recently) whilst Brexit is on going and therefore undervalued. The FT view is that once the new arrangement with EU settles down the UK currency and assets will come back into favour and should rise.......as there is absolutely no guarantees as to the world economy going forward because of covid, all advice should be taken with a pinch of salt.

However we are seeing more venture funds entering the UK probably to asset strip. As far as commercial property assets if the return back to the offices loses momentum and more home working continues commercial property values and resultant rents may weaken. Already recognised and projected by some Australian cities that city centres and office space may have to be converted to housing.......add to the fact that about 40% of current roles are to be replaced by AI and automation within the next decade or so there may be more office space available.

No-one knows for certain eg the UK financial services see the Pacific Rim for the future market growth............recently HK tried to buy the UK Stock Exchange for its mass of financial data, data being seen as a key very marketable commodity going forward.

Oh for a crystal ball and really ensure you understand your risk appetite /tolerance profile.

regards


John

2006 4/4 70th (1972) Black LOKI
prev 1977 4/4 4 seater Green SEAMUS
prev 1985 4/4 Red MOLLY
Re: Architas equity fund [Re: Gordon D] #673840
20/11/20 07:07 PM
20/11/20 07:07 PM
Joined: Sep 2016
Posts: 646
N
Neptune Offline
Talk Morgan Regular
Neptune  Offline
Talk Morgan Regular
N

Joined: Sep 2016
Posts: 646
There are a lot of knowledgeable folks on here on many, many subjects but personally I would avoid a car forum for financial advice (other than how to spend money on a Morgan).
Well meaning non professional advice, could prove very costly.
An IFA is needed and need not prove costly depending on the advice needed and value of the investments.
IFA’s pay huge sums of insurance, exam fees and like all of us tax. A good one is worth it.
Please feel free to ignore this non IFA, non professional advice.

Re: Architas equity fund [Re: Gordon D] #673841
20/11/20 07:11 PM
20/11/20 07:11 PM
Joined: Dec 2017
Posts: 938
Evergreen, Colorado, USA
britmog Offline
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britmog  Offline
Talk Morgan Regular

Joined: Dec 2017
Posts: 938
Evergreen, Colorado, USA
Have you ever met a poor Financial Advisor who drives a crappy car?


Bruce
1964 4/4 Series V Comp (Megan)
1994 +8 (Maurice)
2013 M3W (Olga)
Re: Architas equity fund [Re: britmog] #673844
20/11/20 07:20 PM
20/11/20 07:20 PM
Joined: Sep 2016
Posts: 559
Chester, UK
Grumpy2 Offline
Talk Morgan Regular
Grumpy2  Offline
Talk Morgan Regular

Joined: Sep 2016
Posts: 559
Chester, UK
Originally Posted by britmog
Have you ever met a poor Financial Advisor who drives a crappy car?


Yep, my neighbour. Caught out in the crash of 2008, lost her job and a shed load of income. ended up unemployed and finally found a job asa school secretary.

She's happy but hols to US, Dubai, S. Africa and apartment in Maderia have mutated into a week in the Lake District. Drives an old mini (BMW type)

She's a lovely lady but do I feel sorry for her - no chance.


94 plus 8 in Westminster Green - I think!
Re: Architas equity fund [Re: Gordon D] #673849
20/11/20 07:36 PM
20/11/20 07:36 PM
Joined: Sep 2016
Posts: 646
N
Neptune Offline
Talk Morgan Regular
Neptune  Offline
Talk Morgan Regular
N

Joined: Sep 2016
Posts: 646
My IFA gets a % of the money my fund makes rather than a fixed fee.
Fund does well, he does well.
Fund underachieves, he loses out

Re: Architas equity fund [Re: Grumpy2] #673857
20/11/20 08:16 PM
20/11/20 08:16 PM
Joined: Nov 2018
Posts: 2,720
Northants, UK
TBM Offline
Talk Morgan Expert
TBM  Offline
Talk Morgan Expert

Joined: Nov 2018
Posts: 2,720
Northants, UK
Originally Posted by Grumpy2
Originally Posted by britmog
Have you ever met a poor Financial Advisor who drives a crappy car?


Yep, my neighbour. Caught out in the crash of 2008, lost her job and a shed load of income. ended up unemployed and finally found a job asa school secretary.

She's happy but hols to US, Dubai, S. Africa and apartment in Maderia have mutated into a week in the Lake District. Drives an old mini (BMW type)

She's a lovely lady but do I feel sorry for her - no chance.


I bet she's dead chuffed at having her £20K salary frozen to help bail out her previous employers smile smile


1972 4/4 4 seater - 3G Morganeer
Too many ratty motorbikes
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