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.

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