Investment Style
Hamilton Financial only uses actively managed pooled funds. These are predominantly investment trusts quoted on the London Stock Exchange; but we also use a few unit trusts.
Clients will pay a little more to be invested in actively managed funds ( as opposed to holding passive or tracker funds) but our experience is that these will, over the longer term, lead to superior investment performance.
Here is a summary of how we strive to get better performance:
No Market Timing (except discounts)
Time in the market (low turnover)
Lower annual management charges (no VAT)
No Passives
No absolute return funds
No derivatives
NB. If you want to see our 5 year record of investment performance against the usual indices just email Andrew Hamilton at enquiries@hamilton-financial.co.uk or phone 0131 315 4888.
Warning – past performance is not necessarily a guide to future performance.