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Our Investment Principles and Beliefs
At the outset we aim to take the emotion out of investing.
  • Many investors are not aware that two out of three actively managed funds are likely to underperform the market
  • Investors are also not aware that timing the market is difficult to execute successfully and can be costly
  • Over the long term, those who try to time the market are likely to be less successful than those who simply hold their investments
  • Often investors focus too much on trying to pick the right stocks or funds and not enough on diversification and asset allocation

Using the above guiding principles we have established our beliefs:

Markets work
The basic premise that underlies our approach is the belief that capitalism and markets work effectively most of the time. Despite the turmoil in the global economy, reflected in poor equity market performance in 2008-2009 and the summer of 2011, capitalism remains an effective process for generating wealth in the longer term and allocating capital to companies operating within it.

Diversification is key
Diversification reduces uncertainty. Concentrated investments add risk with no additional expected return.

Risk and Return are related
Given that it is exceptionally difficult to time when to be in or out of markets, successful investing is founded on structuring and maintaining a portfolio of appropriate market risks.

Portfolio structure explains performance
Asset allocation along size, value, and market exposure dimensions primarily determines the results of a broadly diversified portfolio. A diversified portfolio does not guarantee it is allocated effectively.

Lower expenses increase returns
The nature of active fund management increases portfolio turnover. Trading costs are not disclosed in annual management charges or total expense ratios. Reducing the cost of the portfolio enhances returns.

Fixed-Income strategy
Adding fixed income to an equity portfolio reduces overall risk.

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Ainsworths Panacea is a trading style of Ainsworths Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
We are entered in the FCA's register under reference 192807. Registered in England Reg number 4000799.