Report October 2020

During October, the Columbus Fund declined by -3.06%, comparing favourably to the -3.62% fall in the MSCI Mid Cap and -5.3% in the STOXX 600. Over the past six months the Fund has risen by +7.84%, and by +41.71% since the market’s low…

ESG – Beyond The Headlines

Generally speaking, we are used to things getting better. Obviously the current pandemic is a (hopefully) temporary break in that trend, but it does not alter the fact. Life expectancy, infant mortality, quality of life, access to communication…
september-factsheet-graph

Report September 2020

During September, the Columbus Fund declined by -1.80%. Over the past three months the Fund has risen by +5.48%, and by +44.62% since the market’s low on March 18th. This increase has brought the 12-month performance to +2.72%, despite…

Report August 2020

During August, the Columbus Fund rose by 5.97%, comparing favourably to the +4.97% increase in the MSCI Mid Cap and 2.86% for the STOXX 600. Over the past three months the Fund has risen by +9.27%, and by +48.9% since the market’s low…

Family Governance

The rapid falls in equity markets earlier in the year spurred numerous reports about the outperformance of ESG funds through this weaker period. To me this reflected the durability and attraction of well governed businesses, as well…

Report July 2020

During July, the Columbus Fund continued to recover with +1.37% rise, comparing favourably to the + 0.24% increase in the MSCI Mid Cap and the falls of the STOXX 600 (-1.11%) and IBEX (-4.90%). Over the last three months the Fund rose…

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