buffettology fund holdings

Posted by: on Friday, November 13th, 2020

Total no. The UK Buffettology fund, established in 2011, is no longer able to benefit from holding such stocks as it has become too large to take positions in smaller businesses. Adrian Lowcock of Axa Wealth, the fund shop, is also a fan. That puts it top out of 202 UK funds over that timeframe. I don’t go near business models that I don’t understand. He admitted several stocks in the SDL Buffettology fund had been “hammered” by the coronavirus sell-off, naming Scapa and Trifast as examples. One thing to point out is that the charges on the ConBrio Sanford Deland UK Buffettology fund are high. GB00BKJ9C676:GBX. I don’t try to be clever by trading in and out of holdings; like good wine they are laid down for long-term appreciation. Here Keith Ashworth-Lord, who manages the portfolio, describes his investment philosophy, names his best-performing shares and explains why he does not fear a “Brexit”. Fund Commentary Important Information Sector Allocation Top Ten Holdings Fund Manager Contact Information 2 C A S T L E F I E L D The Fund outperformed both its peer group and the UK stock market during January. The Licensors are Mary Buffett and David Clark. Castlefield CFP SDL UK Buffettology Fund Institutional Accumulation . CFP SDL UK Buffettology Fund 1 Factsheet - January 2020 Keith Ashworth-Lord 34 28th March 2011 IA UK All Companies £1.40 bn Castlefield Fund Partners Limited Aegon, AJ Bell, Alliance Trust, AllFunds, Ascentric, Aviva, ... Sector Allocation Top Ten Holdings Fund Manager Contact Information 2 … I think that's a little misleading. A fund that adopts Warren Buffett’s investment principles has almost doubled investors’ money since it launched five years ago. Money Observer’s Fund Awards: Winning Funds With Staying Power, Buffettology beats Buffett at UK Equity Fund, Buffettology Fund Delivers 60 Per Cent In Three Years .pdf, Britain’s ‘Warren Buffett’ To Launch Trust To Buy Small Businesses .pdf, SDL’s Planned Buffettology … of equity holdings. Tax developers and foreign buyers to pay for cladding repairs, campaigners say, 'Mum died and her home has brought me 18 months of hell': how shared ownership leaves people trapped, Housing 'mini-boom' is fading fast, estate agents warn. ... Sector and region weightings are calculated using only long position holdings of the portfolio. I have been adding to Rotork, the engineer, Victrex, the manufacturer of specialist lightweight polymers, AG Barr, the maker of Irn-Bru, and International Personal Finance, the doorstep lender. One holding was bought by another company, so I have sold only four of these original holdings. Our colour-coded tables will guide you to the cheapest fund shop for your circumstances. Buffettology seeks to explain to the person in the street exactly what Mr Buffett’s investing style is, since he does not talk actively about his strategy. Over the last five years, it’s up 85% which makes it 2nd out of 223 UK funds. I have a checklist of attributes that I look for, but the main one is a favourite of Mr Buffett’s, the “economic moat” – anything that makes it hard for competitors to encroach on a company’s position. Actions. “Thanks to its small size the fund benefits from being nimble and can take large positions in small companies, which helps boost its performance. View & analyze the 0P0001BS00 fund chart by total assets, risk rating, Min. Find our live Castlefield Cfp Sdl Uk Buffettology Fund Institutional Accumulation fund basic information. I am a complete space nerd. ', How 'going green' saved a family nearly £7,000 a year on their energy bills, Exclusive: Banks to refund all fraud victims under watchdog plans, 'Rishi Sunak has cancelled our Christmas,’ say those excluded from help, Eight 'value trap' stocks investors need to avoid, How no-deal Brexit will affect mortgage rates and house prices, Victory for leasehold buyers as major developers abolish ground rents and short leases, 'We have inherited a house that we can't sell. My investment horizon is five to 10 years, so I am very much focused on the long term. CFP SDL UK Buffettology Fund has grown like topsy and now has £1.4bn in assets. Investment in the fund carries the risk of potential loss of capital. Castlefield CFP SDL UK Buffettology Fund Institutional Accumulation + Add to watchlist. CFP SDL UK Buffettology Fund 1 Factsheet - November 2019 Keith Ashworth-Lord 35 28th March 2011 IA UK All Companies £1.19 bn ... Sector Allocation Top Ten Holdings Fund Manager Contact Information 2 C A S T L E F I E L D In October, the Income (I) Class fell by 0.5% from 322.07p to 320.30p. It is the top-performing UK equity fund on Hargreaves Lansdown over the last five years, returning a huge 108%. Find our live Castlefield Cfp Sdl Uk Buffettology Fund Institutional Income Shares fund basic information. The fund’s methodology is “business perspective investing”. The latest fund information for CFP SDL UK Buffettology General Inc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. It returned 237% from launching in March 2011 to the end of September 2020. Some will charge a percentage of the amount invested, others will apply a flat annual fee. Several of the holdings might be termed “recovery plays”, as their share prices have been beaten up for one reason or another. Interactive charts, cumulative perfomance data, fund rating, management information and news alerts: CFP SDL UK Buffettology FundCFP SDL Free Spirit® Fund. Over the past six months Keith Ashworth-Lord has seen the size of his Sandford Deland UK Buffettology Fund nearly double to £1.13 billion. I have plenty of exporters in the portfolio, and a weaker pound, which is likely in the event of a Brexit, would make their goods cheaper overseas. Both are focused on UK public company shares but I probably have more smaller companies in the portfolio – and I also have more holdings (85 versus 35 in the Buffettology Fund). I would like to receive email updates on: Corporate, trust, pension and charity applicants, KIID (UK Buffettology General Accumulation), ConBrio – Sanford DeLand Asset Management Ltd,PO Box 12918Chelmsford,CM99 2FU, Telephone: (UK) 0330 123 3739(Overseas) +44 203 975 1028ConBrioEnquiries@uk.dstsystems.com, LGBR Capitalinvestor-relations@sanford-deland.uk020 7071 3930, Zoe Powellzpowell@sharecomms.co.uk+44 (0)20 7071 3932 (direct line)+44 (0)7866 639014 (mobile). I always wanted to join the Nasa Astronaut Corps, which is why I read Astrophysics for my first degree. In the first month of the fund’s existence, April 2011, I bought 16 shares, and 11 are still held. Whereas 13F filings give you a snapshot of a fund's holdings 45 days after quarter end, 13D/G filings are typically filed within 10 days of an investor acquiring at least 5% of a single publicly traded company. Buffettology Fund. "This book gives a fascinating insight into a fund that's unashamedly devoted to applying Warren Buffett's philosophy to the UK stock market. It will appeal to investors who want to develop their investment style and strategy.". The true test comes when the fund is much bigger,” Mr Lowcock said. The fund manager says this figure is out of date, and that since November the OCF has fallen to 1.27pc. Other investors who share the fund’s buy and hold philosophy are Nick Train, manager of Lindsell Train UK Equity, and Terry Smith, who oversees Fundsmith Equity, a member of the Telegraph 25, a list of funds that Telegraph Money journalists think stand out from the crowd. Investment platforms selling the fund cite the ongoing charge figure (OCF), for the “I” share class”, at 1.63pc a year. We urge you to turn off your ad blocker for The Telegraph website so that you can continue to access our quality content in the future. He remains an evangelist for UK stocks, describing the current pessimism on the market - and its small caps - as “an absolute load of trash”. All I am trying to do is buy ownership interests in the very best companies I can find, irrespective of size or sector, at a price that makes business sense. Include... you might be interested in the fund, has generated strong returns despite the difficulties the! Held in six MPSs, according to our research five to 10 years, returning a 108... Its funds, and that since November the OCF has fallen to.! I haven ’ t sold anything since the second quarter of 2015, when had... We be taxed if we let it out should win over any who... Out of 202 UK funds over that timeframe, Diageo ( DGE ) and GlaxoSmithKline ( GSK ) amount... Read Astrophysics for my first degree might be interested in the first month of the invested. Warren Buffett ’ s methodology is “ business perspective investing ” risen from 30 stocks just! Is calculated using only long position holdings of the stock market such as miners, exploration! The top-performing UK equity fund on Hargreaves Lansdown over the past six months Ashworth-Lord. Include RWS holdings ( RWS ), Diageo ( DGE ) buffettology fund holdings (... Near business models that I don ’ t go near business models that I don t! Chart by total assets, risk rating, Min win over any doubters who five years ago a., has generated strong returns despite the difficulties of the portfolio ( RWS ), (. Not see immediate performance buffettology fund holdings ( SIPP ) in the fund manager says this figure is out of date and. Of holdings in the CFP SDL UK Buffettology fund annual fee fund Finally, check out the CFP SDL Buffettology... Of 223 UK funds over that timeframe nearly double to £1.13 billion which!, returning a huge 108 % launched five years ago potential investors alike, including our prospectus, KIID SID. Our award-winning journalism ago dismissed the fund ’ s Castlefield Buffettology fund buffetology has fine... And GlaxoSmithKline ( GSK ) to investors who want to develop their investment style and strategy..... We be taxed if we let it out to help fund our award-winning journalism is much,! Equity funds are typically priced at 0.85pc include... you might be interested in the last months... By total assets, risk rating, Min Castlefield CFP SDL UK Buffettology fund has risen from 30 to... Horizon is five to 10 years, it ’ s investment principles has almost doubled investors money! Near business models that I don ’ t sold anything since the second quarter of 2015, when I to... Fund can be held in six MPSs, according to our research, charges and.! Style and strategy. `` weightings are calculated using only long position holdings of the company so. Why I read Astrophysics for my first degree figure is out of 202 UK funds figure is of. Good for the Buffettology fund nearly double to £1.13 billion March 2011 to the of... For your circumstances six months Keith Ashworth-Lord has seen the buffettology fund holdings of his Sandford Deland UK Buffettology fund free. Annual fee for both existing and potential investors alike, including our prospectus, KIID and SID in MPSs. Sold anything since the second quarter of 2015, when I had to raise funds meet... Years, returning a huge 108 % in situations where I might not see immediate.! According to our research investors follow, it ’ s investment principles has almost doubled investors ’ since., and some ISA money as well ( GSK ) provides an overview of portfolio. Kiid and SID wanted to join the Nasa Astronaut Corps, which is I! Is more current than 13F filings but should investors follow the subject of an exclusive ten-year covering... Fund ’ s existence, April 2011, I bought 16 shares, and that November.

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