Shadow our 'market beating' ISA portfolio
ISACO are a specialist in ISA and SIPP investment and together with our clients have an estimated £75 million actively invested1.
Our ‘Shadow Investment Service’ gives high net worth ISA and SIPP ‘DIY’ investors, the opportunity to look over our shoulder and buy the same funds that we personally own, effectively piggybacking on our expertise.
- Opportunity to mirror / copy our fund trades
- 23-year market-beating performance2 (ISACO 215.9% vs FTSE 100 24.5%)
- Investment aims of 6-8% per year
- No fees for performance
- No initial charges3
- No upfront fees4
- No switching fees
- No exit fees
- No ‘per hour’ charges
- Tax-free growth5
- ISACO Director as your dedicated contact
- Authorised and regulated by the Financial Conduct Authority
Get in touch
If you have over £250,000 actively invested, click here to arrange a free financial review (valued at £495) with Paul Sutherland, ISACO’s Managing Director.
1 Internal estimation taken January 1st 2015 of total ISA and pension assets owned by the ISACO Investment Team and ISACO premium clients.
2 January 1st 1998 - December 31st 2020. Total return over 23 years: ISACO 215.9% vs FTSE 100 24.5%. Annualised return over 23 years: ISACO 5.1% vs FTSE 100 1.0%. ISACO outperformed their benchmark (the FTSE 100) on average over a 23-year period by 4.1% per year.
3 Initial charges on investment funds.
4 For portfolios of £250,000 and above.
5 Using ISA and SIPP wrappers.