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Nutshell Growth - Global Fund
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glp
Posted: 20 January 2025 13:42:07(UTC)
#1

Joined: 01/04/2012(UTC)
Posts: 57
HI

The above fund - Nutshell Growth - Global Fund

It was mentioned in a news paper article recently , alongside Fundsmith and Blue Whale Funds

I have personally not heard of it before , ...

Does anybody have a experience of holding it or knowledge of it

o was thinking of opening a position in it and Blue Whale as i hold Fundsmith

Thanks on advance
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NigelV
Posted: 07 February 2025 10:34:10(UTC)
#2

Joined: 24/11/2017(UTC)
Posts: 123
Good write up by regualr contributor David Stephenson
https://www.nutshellam.com/articledavidstevenson

I have moved my kids JISA over to this, hard to judge performance in the short term I have held

Another witeup
Trustnet Article

Performance against the FTSE Dev World
Dev World verus Fund over 3 years
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smg8
Posted: 07 February 2025 10:55:53(UTC)
#3

Joined: 26/04/2020(UTC)
Posts: 3,365
glp;331672 wrote:
HI

The above fund - Nutshell Growth - Global Fund

It was mentioned in a news paper article recently , alongside Fundsmith and Blue Whale Funds

I have personally not heard of it before , ...

Does anybody have a experience of holding it or knowledge of it

o was thinking of opening a position in it and Blue Whale as i hold Fundsmith

Thanks on advance


This looks like another Blue Whale to me;

- high fee (0.95%)
- very volatile (std deviation 16% vs the index at 9.9%)
- massive overweight tech (45% of the fund)
- Tanked pretty hard in 2022 when tech sold off

If US tech continues to do well, I suspect the fund will too.

If it doesn't, I suspect the fund may not.

It's a bet, so who knows!
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glp
Posted: 07 February 2025 14:51:58(UTC)
#4

Joined: 01/04/2012(UTC)
Posts: 57
Thank you for the replies and the additional information , its of interest and gives me a insight to the Fund
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