U3AC investment club (XTR 07)

  • 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: 21 October 2023
  • Description:

    The Investment club manages a portfolio of shares, reviewing the investments each month in order to develop members' understanding of and skills with investing. Members' commitment is long term, with a monthly standing order of £50 plus a £50 joining fee. All buy/sell 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 investment 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 actively in researching companies that we hold or might hold, and in presenting to fellow members. Experience of investing on the stock market and/or assessing business performance is very welcome.

  • Format: Discussion

  • Chairman: Gillian Moore
  • I joined the club in 2018 and very much enjoy the dialogue with other members with their range of experience and of approaches to investing.

  • Secretary: Sarah Dixon


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