U3AC investment club (XTR 08)

  • Day and time: Third Saturday of each month throughout the year 10:00 - 12:00
  • Length of course: 3 terms. Autumn (3 Weeks), Spring (3 Weeks), Summer (3 Weeks)
  • Number of places: 0
  • Start date: 19 October 2024
  • Description:

    The investment club selects and manages a portfolio of shares, reviewing the investments each month to develop members' understanding of, and skills with, investing. All decisions are made by majority vote. The club seeks to make a profit for members by investing wisely, though of course it is possible for the value of our investments to fall as well as rise. We provide access to a stock-monitoring website exclusively for members. The club has been going for more than 20 years, with several founder members remaining enthusiastic investors. We invite applications at any time of year from U3AC members willing to participate in researching companies that we hold. Any member is welcome to suggest new companies that we might invest in. Each member contributes £50 per month and there is a £50 joining fee. Experience of investing on the stock market and/or assessing business performance is welcomed.

  • Format: Discussion

  • Organiser: Sarah Dixon
  • I have been a member of the Investment Club for several years and am now the Secretary

  • Chairman: Simon Jarvis


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