The investment markets are a moving target, as they always have been, but now a days there is increased volatility, due to both expected interest rate movement, political intervention, and earnings growth uncertainty.
It is vital you have a fund manager that is fully informed in regards the impact of these concerns and prepared to make changes so you benefit long term.
With our regular investment committee meetings, we act to take advantage of market movements and announcements.
How well have your investment funds been performing?
During a very volatile time, our client portfolio's have performed, on average as follows:
Month Pre tax & fees After tax & fees
Dec 2014 1.22% .99%
Jan 2015 1.64% 1.45%
Feb 2015 1.01% .83%
Talk to us about your current investments and we will more than likely offer you a complimentary initial meeting to help position yourself for consistent investment growth, that matchs your risk appetite. The majority of our clients are in the 'Balanced' or 'medium-risk', risk category.
As you know the past performance is not to say the future will be the same but we pride ourselves on acting at all times, in your best interests and as if, your money was our money.