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: 18 October 2025
  • Description:

    The investment club selects 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. We aim to have fun while seeking to make a profit for members by investing wisely, though 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 but not required.

  • 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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