Value Fund Reporting

The Intelligent Investor Value Fund reports each month on its performance and portfolio activity. At the conclusion of each quarter, a more detailed Quarterly Report is published. In between, Monthly Updates give an overview of activity and performance statistics.

You can request a copy of the reports by calling 02 8305 6050. For more regular insights into Chief Investment Officer Steve Johnson's thoughts on investing, the Value Fund and the wider market visit the Bristlemouth blog.