My Fantasy Sipp continues to perform strongly and is tracking well ahead of its benchmark FTSE All Share and a US equities tracker ETF while also showing returns which stack up well against some of the best fund management names around.
Two companies posted double digit returns over 1 month with Halma up 14.9 per cent and Intertek putting on 11.3 per cent. 13 of the companies in the portfolio rose by 5 per cent or more while on 3M, which was a laggard last month, was the only stock to register a negative return with a 2.1 per cent fall.
With quality company valuations continuing to surge ahead, valuations on traditional metrics are starting to look particularly stretched, something worth keeping a keen eye on.
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