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 absolute return funds
NB. If you want to see our 5 year record of investment performance against the usual indices just email Andrew Hamilton at firstname.lastname@example.org or phone 0131 315 4888.
Warning – past performance is not necessarily a guide to future performance.