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Net Asset Value (NAV) Write-down at DGI9

This article reflects the opinions of its author and not necessarily those of ShareSoc. Was fund manager Triple Point overpaid? As Sachin Saggar comments in this piece, it is inconceivable that the manager of Digital 9 Infrastructure (DGI9), a Jersey regulated closed-ended fund, did not know the NAV, on which basis they received fees, was materially overstated. It is time for the company to put the insurers of everyone involved on notice and for the Jersey regulator to step in and investigate Triple ...

Risk, Returns and Optimising Performance

There are various straightforward steps that self-directed investors can take to evaluate their portfolio and ensure it is balanced, appropriate to their needs and producing optimal returns. This is my personal checklist.  First, understand your own attitude to investment risk. When you measure risks and returns, please remember they are affected by a number of factors, including equity and bond returns, currency movements, interest rates, inflation and taxes. Consider your risk profile in the range of 0 to 100, where 100 = all ...

What really drove August’s market sell-off?

In the first week of August, global stock markets sold off sharply - but what was driving that correction? Ram Sachdev highlights the pivotal role played by the ‘yen carry trade’ The recent market correction (defined as a decline of more than 10%) has raised questions among investors as to what underpinned the sell-off. One key factor was the role played by the yen carry trade at that time.  What is a carry trade?   A carry trade is a financial strategy in which an ...

How and Why I’m Voting at Nationwide’s Upcoming AGM

This article reflects the opinions of its author and not necessarily those of ShareSoc. A personal view from ShareSoc Director, Mark Bentley Nationwide has chosen to hold its AGM online only, this year on 15th July. I believe that this will be a controversial AGM, so it is disappointing that the directors have chosen not to face Nationwide’s members in person. The chief source of controversy, in my opinion, was the board’s decision to acquire Virgin Money, without consulting its members. Now, I ...

Request for a SIPP Provider

This article reflects the opinions of its author and not necessarily those of ShareSoc. ShareSoc Member Sunil Chadda Seeks a New SIPP Provider for P2P Loan Assets Hartley Pensions SIPP & Exotic Assets I wonder if anyone can help or perhaps finds themselves in the same rather unique position as myself? I have a Hartley Pensions SIPP that is currently going through the administration process. The administrators are about to let us transfer our investments and cash out to another SIPP provider. My investments ...