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Jasper Falk – Page 10 – Ekins Guinness
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Menu
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  • About Us
    • Introduction
    • Team
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    • Multi-Asset : Dynamic Growth Fund
    • Global Equity : Global Sector Rotation Fund
    • Global Growth : Global Investors Fund
  • News & Views
  • Contact Us

Tel: 01264 738989

Author: Jasper Falk

UK Sector rotation into Energy and Healthcare

Closing Underweight in Global Utilities which have very attractive relative Value Yield

Moving short USD versus GBP again

February factsheet for TB Enigma Dynamic Growth Fund now available on website

Update on UK Sector Strategy

Further reduction in Global Industrials and Oil & Gas Sectors

Reduction in Industrials and overbought US Consumer Services (Discretionary) Sectors

Closing short in oversold US Dollar versus Sterling

The TB Enigma Dynamic Growth Fund is currently ranked by Morningstar as number 1 over 3 months and number 2 over 6 months in the GBP Flexible Allocation Sector

December factsheet on TB Dynamic Growth Fund now available on Funds page of this website

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