Share this page:
Stay connected:
Welcome to the Citywire Money Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!



CFP SDL UK Buffettology Fund Inst (castlefield)
Posted: 20 March 2017 10:38:08(UTC)

Joined: 01/04/2012(UTC)
Posts: 10

Thanks: 1 times
Was thanked: 3 time(s) in 3 post(s)

The above fund occasionally comes up and gets mentioned on this forum

Its caught my eye a bit

I am thinking of investing in it approx £9k

just looking for views and opinions on it , anyone invested in it , its profile does not seem that high but i am intrigued by it

Thanks in advance
Joe Soap
Posted: 20 March 2017 11:18:15(UTC)

Joined: 24/01/2010(UTC)
Posts: 518

Thanks: 77 times
Was thanked: 149 time(s) in 97 post(s)
In my opinion, a low profile is a positive benefit. Hint - If ever HL put it on the 150 list, sell it immediately.
1 user thanked Joe Soap for this post.
dlp6666 on 20/03/2017(UTC)
King Lodos
Posted: 20 March 2017 18:01:04(UTC)

Joined: 05/01/2016(UTC)
Posts: 1,841

Thanks: 321 times
Was thanked: 2472 time(s) in 1007 post(s)
I held this up until Brexit .. Great fund pursuing a solid strategy benefited by its small size.

My only reservation would be Brexit uncertainty .. and they could lower the fee a bit (although given its size, I understand the manager needs to be paid).

Since Brexit I've not held any UK stock funds, apart from a small position in Standard Life UK Equity Recovery .. Buffettology and Marlborough UK Micro-Cap Growth would probably be the first things I look at seriously again .. I'm generally positive about Brexit, but don't see the need to take the risk while plenty of US and Emerging stocks are doing well.
Raj K
Posted: 20 March 2017 18:39:12(UTC)

Joined: 22/04/2016(UTC)
Posts: 123

Thanks: 198 times
Was thanked: 78 time(s) in 45 post(s)
I have been averaging into this fund since November last year. I like the manager, I read his book and even spoke to him on the phone when he returned my call regarding some queries i made with the head office about the fund!

Agree with KL about the annual management charge but as long as performance is good i can live with that. I am building a small position around 5% of my portfolio!
Posted: 20 March 2017 19:34:09(UTC)

Joined: 01/04/2012(UTC)
Posts: 10

Thanks: 1 times
Was thanked: 3 time(s) in 3 post(s)
thank you for your opinions and comments
+ Reply to discussion


Other markets