Mutual Fund Performance

At Blackdown Financial one of the key elements of our Investment Philosophy is that we believe it is very hard to consistently outperform the markets after costs. Each year Dimensional Fund Advisors (one of our key investment partners) study the past performance of investment funds.

For us, this provides further evidence of why we believe our philosophy gives our clients the highest chance of a successful investment experience.

This link explains Dimensional’s latest findings –

This article represents the opinion of W&T Ltd trading as Blackdown Financial only and is intended as information only. The content of this article should not be construed as advice or recommendation.

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Coronavirus (COVID-19)


Blackdown Financial update – 11th May 2020

Based on ongoing government advice, we at Blackdown Financial continue to work remotely for the present.

We continue to offer all clients a full and seamless financial and mortgage service.

Video conferencing has replaced all face to face meetings, which has proven to be a successful and safe alternative means of communication.

We welcome all new enquiries on a free of charge no obligation initial meeting.

Please feel free to contact us on our main number 01823 321616 or email to discuss your financial or mortgage needs.