FYI: (let me know if link doesn't work.)
The FT fund had a good first quarter, generating a return of 7.5 per cent, with more gains since. Reviewing why tells us a lot about these markets. The returns remain very concentrated, with much of the gain from the new economy, as represented in the main US and Chinese indices.
Regards,
Ted
https://www.ft.com/content/bec6423c-5f6b-11e9-9300-0becfc937c37he Redwood Fund:
Cash Account [GBP] 4.9
ETF Securities ROBO Global Robotics and Automation GO UCITS ETF
2.9
ETFS ISE Cyber Security ETF 2.8
HSBC MSCI AC Far East ex Japan ETF 1.7
HSBC MSCI Emerging Mkts Far East ETF 2.9
iShares $ Floating Rate Bond UCITS ETF GBP Hedged 2.5
iShares $ TIPS 0-5 UCITS ETF GBP Hedged 2.5
iShares Core MSCI Emerging Markets IMI 5.6
iShares FTSE EPRA/NAREIT Asia Property 1.9
iShares FTSE EPRA/NAREIT UK Property 4.7
iShares GBP Corporate Bond 0-5 ETF 16.6
iShares Global High Yield Corp Bond GBP Hedged ETF 4.8
iShares Global Inflation Linked Government Bond ETF 3.7
iShares Nasdaq 100 ETF 9.9
iShares S&P 500 CORE ETF 9.2
L&G All Stocks Index-Linked Gilt Index I Acc 2.5
L&G Short Dated £ Corp Bond Index I Acc 6.8
Lyxor JPX NIKKEI 400 GBP Hedged ETF 4.3
SPDR BofA ML 0-5 Yr EM $ Govt Bd UCITS ETF 2.5
UBS CMCI Composite UCITS ETF A-acc 2.5
Vanguard FTSE 250 ETF 3.1
X-trackers MSCI Taiwan ETF 2.0
