The fund performance graphs - Have they gone?

Adam Kay

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S6PNJ

Any chance the latest (june 2025?) PH T can be updated to the portfolio link please? https://www.cobensdirect.co.uk/literature-library The PH T link - https://www.cobensdirect.co.uk/_files/ugd/5a2d13_bf43d9165d094bb4a69e8acbfaf6207b.pdf Still gives the Nov 2024 version. Thanks

Adam Kay

August it's 37% for YTD-everything else the same

Adam Kay

These are net of all costs and to SEPTEMBER -the month on the FS is showing as August-will be changed-it is September

TECH
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2BToo

Thanks for these Adam.

I notice that the performance for IML is split into three categories - 'shorter', 'medium' and 'longer' term. How long is each one? <5yrs, 5-15yrs and >15yrs, perhaps?

Adam Kay

It's because the strategy covers 1 of 3 portfolios and that is driven by 'your' target date. We don't report it by portfolio on the factsheets (yet) but anyone who wants to know

I track them internally by model:

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S6PNJ

@Adam-Kay Thanks for posting these here - any reason they can't be linked from the Cobensdirect website instead of the old ones? If you have them, why not update your website links?

Adam Kay

FYI, I noted someone is posting our factsheets online with numbers which are incorrect. The Tech FS, 1 y is +42.98% NOT 24% as they falsely claim. They also state our tech returns are 'poor' and no better than the nasdaq 100 index.

The truth is our tech portfolio is ahead of the Nasdaq by circa 100% and is Nr 1. We do not hedge fx, nor one does for Equity based products and the only reason you would claim to do so is to artificially and materially boost returns.

2BToo

@Adam-Kay that sounds sincerely naughty. What's the aim: a competitor seeking to gainsay your results?

Adam Kay

Id say it's consistent with their magic portfolios-you know, pick winners after the fact and call it 'genius'. Oh, and then fix the fx rate to some time in the past and add another 30% for good measure.

Adam Kay

ExIM,

No problem, no intention of engaging but im not about to let intentional misinformation go unchecked.