What is it?

Low cost, timesaving and attractive growth potential

'Shadow Investment’ is a unique service which gives you the opportunity to look over our shoulder and buy the same investments that we personally own, effectively piggybacking on our expertise.

‘Skin in the game’

The key difference with our service is that we put our money where our mouth is. And as an ISACO premium client, you’ll have the opportunity to mirror our ‘market–beating’1 investment portfolio throughout the year. This gives you the potential for achieving almost identical returns to the ones we make. Past performance is not a guide to future performance.

Tax-efficient investing

One of the secrets to our impressive returns is to buy our investments using ‘wrappers’ such as Individual Savings Accounts (ISAs) and Self Invested Personal Pensions (SIPPs). Both of them are perfect for helping to boost your annual investment returns.

Shadow Investment benefits:

  • Low cost (typically 1% per year).
  • Saves you time.
  • Offers the potential for superior ‘tax free’ growth (8-10% annual aims).

How we can help you

At ISACO, we understand that choosing investments can be a daunting experience. There are thousands of investment funds on offer but how do you know which one is going to perform? We have simplified the process by offering Shadow Investment. At every stage, our aim is to focus on delivering returns and controlling risks.

We want to try to help you fulfil your investment aims, whether that is achieving growth, generating an income or preserving your wealth.

Managing risk

Our investment team take the hard work out of monitoring risk for you. Our experienced team manages risk in many ways. We do this:

1. In the way we choose our investments, making sure that each fund we invest in has been thoroughly researched and analysed.

2. By choosing different managers within our portfolio who have different styles to make sure we do not invest too much in any one area.

A truly unique service

The Shadow Investment Service has been created to save you the hassle of having to become an investment expert and allows you to keep full control of your investment account. It takes the hard work out of investing and helps to remove the uncertainty of knowing what investments to buy, when to buy, if to hold and when to sell.

1December 31st 1997 – December 31st 2016 ISACO 149.0%, FTSE 100 38.8%.