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View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
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OCEAN WILSONS (HOLDINGS) LD (OCN)
Blog posts
Portfolio Review 2024 – Mark Bentley
Post Date: January 25, 2025
Introduction
This is now my fifth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2023 review can be found here.
In 2024 my portfolio's underperformance of my FTSE All-Share total return benchmark continued, albeit more modestly. My total return was 7.7% vs 9.8% for the benchmark. I may have to review my strategy if this underperformance continues in 2025 - but it may simply be a consequence of the ...
Portfolio Review 2023 – Mark Bentley
Post Date: January 23, 2024
This article reflects the opinions of its author and not necessarily those of ShareSoc.
Introduction
This is now my fourth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2022 review can be found here.
2023 was again a difficult and disappointing rollercoaster year. For the second consecutive year my results underperformed my FTSE All-share total return benchmark. See "Results Breakdown" below for the gory details.
At least this year my aggregate ...
Confessions of a Tax Avoider
Post Date: November 7, 2017
There have been extensive reports in the press about revelations contained in the so-called "Paradise Papers".
One of the most intriguing of these has been the accusation of tax avoidance levelled at the Duchy of Lancaster, part of the Queen's private estate. I was therefore interested to read the details contained in this article in the Financial Times... and from it, I learnt that I am a tax avoider too! Before moving on to the specific issue, I will just point out ...
AGM Reports
Ocean Wilson (OCN) Analysis and 2012 AGM Report
Post Date: June 15, 2012
DISCLAIMER: All views expressed are those of the author, who accepts no responsibility for any errors
and is not authorised to give investment advice. Do not rely on this report when making investment
decisions.
Introduction
Ocean Wilsons’ (LSE:OCN) AGM proved a very useful occasion to improve my understanding of the
business. Hence, I will set out the key points that I learnt or gained clarification on, before documenting
details of the AGM. Based on what I have learnt I will be revising my investment strategy for this
company ...
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