The Mobius Investment Club is based in Yorkshire (the United Kingdom). Its members mainly live in Leeds, Huddersfield, Bradford and Harrogate. This club was founded in October 1997 and was registered with Proshare since January 1998. Proshare was an independent, not-for-profit organisation founded in 1992 by HM Treasury, the London Stock Exchange and a consortium of major companies to promote "responsible share based investment".
Members of the club meet on a monthly basis to review the Mobius portfolio and discuss further purchases/sales, the stockmarket, macro-economics in general as well as debate new companies. Members also attend seminars organised by or for Investment clubs or for private shareholders, in particular those organised in the North of England. We are always interested in meeting other Investment clubs to discuss clubs' best practice, investment vehicles, charting versus fundamentals etc..
The club has currently 12 members. It uses UVS (unit valuation system) for its accounting system. Its portfolio has a maximum of 12 slots at any one time. The graph below shows the performance of the Mobius portfolio over the last five years, compared to two relevant benchmarks on a like for like basis (investments are made on a monthly basis for the same amount).
Note that investment clubs are not permitted to offer investment advice. Members of an investment club can only invest their own collective funds.
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Last update November 2019