Investment markets doing well; time to reconsider your financial situation?

Investment markets doing well

We are pleased to say that investment markets are performing strongly at this moment in time. There has been a lot to take in recently in terms of the news and current affairs, so we find that delivering this good news to our clients often takes them pleasantly by surprise.

Markets are cyclical; there is no denying that there are downs as well as ups. But the general trend that we are seeing over one, three and five years, and even beyond that, is a strong upward one.

A great time to invest

Currently, interest rates are low and that tends to be the main method for keeping inflation low. With inflation rising to 3% in the 12 months to August 2021[1] and interest rates as low as 0.1%, this means that any money sitting in savings accounts could be making a loss in real terms of up to 2.9%.

Actively managed investments, such as the TM Brunsdon OEIC (Open-Ended Investment Company), are one option to help your money to work harder. It’s split into two sub-funds; the TM Brunsdon Cautious Growth Fund and the TM Brunsdon Adventurous Growth Fund both offer a range of risk levels, depending on your preference and personal circumstances.

Upward trends

The positive trend we are seeing in these types of funds indicates that although the economy is not out of the woods yet, figuratively speaking, we seem to be on course for a recovery, which means now may be a good time to invest[2]. We are thrilled to share the latest figures for the TM Brunsdon Adventurous Growth Fund and the TM Brunsdon Cautious Growth Fund, which have achieved almost 64% and 20.3% cumulative growth in five years respectively[3].

We have a range of real-life examples demonstrating how well our funds have performed. One comes from a client who invested £60,000 with us approximately 12 months ago in a blended arrangement, utilising both the Cautious and Adventurous Growth funds. They have seen an impressive rise of 18% in that limited time and have been able to track the performance with secure access to their investments online.

Take the time to review your position

Throughout the last 18 months, we have noticed many clients taking the time to evaluate what’s important to them and revisiting their goals, in all areas of life, not just in a financial sense. And it’s been reported that a rise in personal savings during the pandemic has led to a boost in ISA investments[4].

When investing in our actively managed funds, you will receive an annual report and assessment of your investments, detailing what has been put in, taken out and its current value. We have a range of options to suit all budgets and appetite for risk. Have your investments performed as well as the TM Brunsdon OEIC Fund?

To find out more about our individual investment services, please get in touch with us.

Source 1, Source 2, Source 3: Trustnet, 9 September 2021, Source 4,

Investments can fall as well as rise, irrespective of the level of risk chosen, and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount you originally invested.

The information in this article does not constitute advice or recommendation and does not form part of any contract for the sale or purchase of any investment. Potential investors should read the TM Brunsdon OEIC relevant Key Investor Information Document and relevant TM Brunsdon OEIC Factsheets before investing. All the risks currently identified as being applicable to the Fund are set out in the ‘Risk’ section of the Prospectus, which is available on request.

Past performance is not a guide to future performance.

Brunsdon Financial is not responsible for the content of third-party websites.

Investment markets doing well

Investment markets doing well; time to reconsider your financial situation?

We are pleased to say that investment markets are performing strongly at this moment in time. There has been a lot to take in recently in terms of the news and current affairs, so we find that delivering this good news to our clients often takes them pleasantly by surprise.

Markets are cyclical; there is no denying that there are downs as well as ups. But the general trend that we are seeing over one, three and five years, and even beyond that, is a strong upward one.

A great time to invest

Currently, interest rates are low and that tends to be the main method for keeping inflation low. With inflation rising to 3% in the 12 months to August 2021[1] and interest rates as low as 0.1%, this means that any money sitting in savings accounts could be making a loss in real terms of up to 2.9%.

Actively managed investments, such as the TM Brunsdon OEIC (Open-Ended Investment Company), are one option to help your money to work harder. It’s split into two sub-funds; the TM Brunsdon Cautious Growth Fund and the TM Brunsdon Adventurous Growth Fund both offer a range of risk levels, depending on your preference and personal circumstances.

Upward trends

The positive trend we are seeing in these types of funds indicates that although the economy is not out of the woods yet, figuratively speaking, we seem to be on course for a recovery, which means now may be a good time to invest[2]. We are thrilled to share the latest figures for the TM Brunsdon Adventurous Growth Fund and the TM Brunsdon Cautious Growth Fund, which have achieved almost 64% and 20.3% cumulative growth in five years respectively[3].

We have a range of real-life examples demonstrating how well our funds have performed. One comes from a client who invested £60,000 with us approximately 12 months ago in a blended arrangement, utilising both the Cautious and Adventurous Growth funds. They have seen an impressive rise of 18% in that limited time and have been able to track the performance with secure access to their investments online.

Take the time to review your position

Throughout the last 18 months, we have noticed many clients taking the time to evaluate what’s important to them and revisiting their goals, in all areas of life, not just in a financial sense. And it’s been reported that a rise in personal savings during the pandemic has led to a boost in ISA investments[4].

When investing in our actively managed funds, you will receive an annual report and assessment of your investments, detailing what has been put in, taken out and its current value. We have a range of options to suit all budgets and appetite for risk. Have your investments performed as well as the TM Brunsdon OEIC Fund?

To find out more about our individual investment services, please get in touch with us.

Source 1, Source 2, Source 3: Trustnet, 9 September 2021, Source 4,

Investments can fall as well as rise, irrespective of the level of risk chosen, and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount you originally invested.

The information in this article does not constitute advice or recommendation and does not form part of any contract for the sale or purchase of any investment. Potential investors should read the TM Brunsdon OEIC relevant Key Investor Information Document and relevant TM Brunsdon OEIC Factsheets before investing. All the risks currently identified as being applicable to the Fund are set out in the ‘Risk’ section of the Prospectus, which is available on request.

Past performance is not a guide to future performance.

Brunsdon Financial is not responsible for the content of third-party websites.

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