Investing In A Fund That Is Up 47% In A Year

The Value Fund looks like it will have another strong month, with our estimate of the unit price up about 5% so far in August. That would take the one-year return to 47%, if it is maintained until the end of this week. Whilst obviously good for existing investors, these returns beg serious questions for anyone considering an investment today. I received an email this morning from one such investor, and the question can be summarised as follows: ‘How can a value investor invest in your fund after the unit price has increased so much? Aren’t I just buying...

The Value Fund looks like it will have another strong month, with our estimate of the unit price up about 5% so far in August. That would take the one-year return to 47%, if it is maintained until the end of this week.

{{content.question}}

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'SMS Code Sent…' }}

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa
Mastercard

The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device


Register as a new member

(using a different email)

Related Articles