We are a virtual active balanced fund, set up and run by students at the University of Bath. For updates on this project, follow us and the hashtag #ES20070 !
Performance this week! As FTSEAS fell -0.52%, our fund grew 2.7%, with Genus Plc and @ITMPowerPlc our strongest performers at 8.2% and 7.2% respectively! #Investing#Sustainability#Group19
Fund Performance this week! Unfortunately the overall fund value fell -1.5% this week, against a FTSEAS fall of -1.98%. Top performers this week were @ITMPowerPlc at 7% and @AstraZeneca at 1.62%. #Investing#Sustainability
Performance this week! Our fund grew 7.4% this week against a strong FTSEAS growth of 5.6%! Our best performers were @ImpaxAM at 25.8% followed Accsys at 15%! At the current rate of growth we will outperform our fund targets significantly! #Investing#Sustainability
Performance this week! Overall we grew 1.17% compared to a FTSEAS fall of -0.52%, with @ITMPowerPlc our strongest performer at 8.06%. From this week, we have now outperformed FTSEAS since the start of the fund! #Investing#Sustainability
Performance last week! Following the Christmas Break we're back up and running, having risen another 1.05% this week! This is compared to 0.08% by FTSEAS, with our biggest gainer being @ITMPowerPlc with 12% growth! #TEAM19#Investing#Sustainability
Fund performance this week! Overall growth was 2.86% following strong performances of @ITMPowerPlc and Accsys Plc, at 13.4% and 11.5% respectively. Comparatively FTSEAS grew 0.26%! #TEAM19#investing#Sustainability
Fund performance this week! We beat FTSEAS this week, who fell -0.59%, while our fund grew 1.96%! Top performer this week has been @ImpaxAM followed by new asset @AstraZeneca! #Investing#Sustainability#Team19
Heres what our fund is looking like after the rebalance! We decided to capitalise on the rise in value of Oxford Instruments Plc, reinvesting our profits into @AstraZeneca and @ITMPowerPlc. Additionally, we decided to reduce our bond holdings to increase our potential returns.
Fund Performance this week! Following our rebalance, we have risen 4.6% this week against a 7% rise in FTSEAS. Most notably, Accsys (AXS.L) has risen 19.4% and Impax (IPX.L) increased in value by 17.2%! #GROUP19#Investing#Sustainability
Another fall this week of -0.001% overall compared to FTSEAS growth of 7.02%. Therefore we are taking the decision to rebalance, as we have underperformed against FTSEAS. We'll aim to increase the risk of our assets following the performance of Gold and our Bonds #ES20070#TEAM19
Poor performance this week. Despite growth of 9.31% of Accsys Plc, overall fund performance was -0.71%. Only 3\8 assets performed well this week, therefore we have decided to take action and rebalance, details soon to follow. #ES20070#GROUP19#Sustainability#Investing
More news on green developments, with Canada unveiling their net-zero carbon plans. Sustainability will be key for assets in the future, aiding our fund further! #ES20070#GROUP19#Sustainability#Investing
Boris Johnson has proposed a plan to reach net-zero carbon emissions by 2050, with strategies including the ban on sales of petrol/diesel cars from 2035 to 2050, and investment into hydrogen power. Will his proposals be successful? https://t.co/xDrfVhAHOd #ES20070#GROUP19
Update week 2!
This week our virtual fund grew 2.58%, another success however compared to FTSEAS growth of 7.07% we are considering rebalancing shortly. Top assets this week were
@ImpaxAM and @OxInst with growth of 7.66% and 18.4% respectively!
#ES20070#GROUP19
Biden's $2 trillion investment plan seeks to meet climate targets signalling a shift to green assets, which would benefit our green fund. Do you think his impact will accelerate investment into more sustainable assets?
#ES20070#GROUP19#Finance#Sustainability#Investing
News this week! Our fund grew 2.28% this week, thanks to strong performance from Oxford Instruments Plc (8.07% growth) and Biffa Plc (5.99% growth)! #ES20070