Knowledge is experience, everything else is just information
SCM - 5 year track record
Bourne out of the 2008 financial crisis and a desire to offer UK investors simple, modern, fair fee and transparent investment solutions, SCM was launched in 2009 and has well established five year track record of managing ETF portfolios.
The simple fact is that many of the brightest academic minds, experts, analysts and fund managers did not predict the double digit losses of the last financial crisis. So we started with a blank sheet, reviewed everything afresh, as well as taking into account human nature (behavioural finance), and concluded that the most common-sense way to invest involves a belt and braces approach that balances Cost, Risk and Returns.
|12m to 31.10.15||12m to 31.10.14||12m to 31.10.13||12m to 31.10.12||12m to 31.10.11||12m to 31.10.10|
|SCM Bond Reserve (IFA Clients)||0.1||3.9||1.0||9.9|
|SCM Absolute Return (IFA Clients)||0.9||1.3||11.3||6.7||0.4||13.7|
|SCM Long-Term Return (IFA Clients)||1.9||3.1||15.5||7.6||0.7||14.8|
All performance is shown before any platform or adviser related charges
The SCM Absolute Return and Long-Term Return portfolios commenced on the 8th June 2009.
The SCM Bond Reserve portfolio commenced on the 1st June 2011.
Source: SCM Private LLP based on third party performance data from Financial Software Ltd and SGSS.
Past Performance should not be seen as a guide to future returns. The value of investments and the income from them can go down as well as up and investors may not recover the amount of their original investment.
25 years investment expertise
Our Chief Investment Officer (CIO) and founding partner, Alan Miller is an accomplished fund manager whose 25 years track record puts him amongst a handful of highly respected UK fund managers. He has managed a wide range of clients - retail, institutional, charity and private clients; across a wide range of asset classes - equities, bonds, property, alternative investments and ETFs.
Alan previously managed the Jupiter Investment Trust, which became the New Star Investment Trust, from its inception in May 2000 to the end of June 2006. During this period the net asset value per share rose by 47.5% against a 0.2% fall in the FTSE All-Share Index.
Year on Year % Growth for the New Star Investment Trust until the end of June 2006 was:
|12m to June 06||12m to June 05||12m to June 04||12m to June 03||12m to June 02||12m to June 01|
|New Star Investment Trust Return||+29.5%||+20.2%||+21.8%||-4.8%||-12.8%||-5.5%|
|FTSE All Share||+19.8%||+17.8%||+15.9%||-9.7%||-14.8%||-6.7%|
In January 1997 Alan launched the first UK Equity Long-Short Hedge Fund at Jupiter, which became the New Star UK Hedge Fund. Over the nine and a half years to end June 2006 he managed this fund, he returned 17.2% p.a. compared to the FTSE All-Share Index return of 4.0% p.a.
Year on Year % Growth for the New Star Hedge Fund until the end of June 2006 was:
|12m to June 06||12m to June 05||12m to June 04||12m to June 03||12m to June 02||12m to June 01||12m to June 00||12m to June 99||12m to June 98|
|New Star Hedge||+4.3%||-0.5%||+10.0%||+15.3%||-7.9%||+6.2%||+30.6%||+37.4%||+60.8%|
|FTSE All Share||+19.8%||+17.8%||+15.9%||-9.7%||-14.8%||-6.7%||+5.3%||+9.3%||+27.8%|
Past performance should not be seen as a guide to future returns.
The value of investments and the income from them can go down as well as up and investors may not recover the amount of their original investment.