12 months of strong performance: 33.4% versus the FTSE 100's 17.1%

Posted by Stephen Sutherland on Wed, Aug 07, 2013 @ 01:30 PM

12 months of strong performanceWe don’t always outperform the market but we are proud that over the last 12 months* we have trounced both the NASDAQ Composite and the FTSE 100.

The bar chart below shows you that over the last year the FTSE 100 made a 17.1% gain, the Nasdaq 21.9% and we’ve returned 33.4% – almost doubling the Footises 12 month return.

This information is taken from The Big Picture, to download a sample copy please just click here. 




Strong performance since June 13

How to manage your portfolio

One of our main aims is trying to outperform the NASDAQ. Whenever the NASDAQ rallies, we want to beat it because it helps to provide evidence that the investments we own are worth keeping hold of. When the market is rising, like it has over the last four weeks (Point I), we keep a very close eye on the funds we own to see if they are beating it.

NASDAQ strong performance

This is an immensely valuable exercise to conduct because it highlights which of your funds are outperforming and which ones are underperforming. However, the key is not to get too hung up if one or more of your investments are underperforming as long as ‘collectively’ your portfolio is beating the market.

Are we outperforming?

We have been outperforming the NASDAQ and the FTSE 100 since the market started to rally on 25th June 2013. This means that collectively the funds we own have beaten the general market over the last four weeks. This is what we class as ‘being in the money flow’. Remember that it’s extremely important to keep a close eye on your funds. When your investments are beating the market, it confirms that the funds you own hold the market’s leading stocks – which is something that we as investors always want to have in our portfolio during a bull market.

This information is taken from The Big Picture, to download a sample copy please just click here.

As always, if you have any questions or thoughts on the points covered in this post, please leave a comment below or connect with us @ISACO_ on Twitter.


ISACO is a specialist in ISA and SIPP Investment and the pioneer of ‘Shadow Investment’, a simple way to grow your ISA and SIPP. Together with our clients, we have £57 million actively invested in ISAs and pensions**. 

Our personal investment service allows you to look over our shoulder and buy into exactly the same funds as we are buying. These are investment funds that we personally own and so you can be assured that they are good quality. We are proud to say that by ‘shadowing’ us, our clients have made an annual return of 12.5% per year over the last four years*** versus the FTSE 100’s 7.4%. 

We currently have close to 400 carefully selected clients. Most of them have over £100,000 actively invested and the majority are DIY investors such as business owners, self-employed professionals and corporate executives. We also have clients from the financial services sector such as IFAs, wealth managers and fund managers. ISACO Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Our firm reference number is 525147.

* July 27th 2012 - July 28th 2013.
** November 15th 2012: Internal estimation of total ISA and pension assets owned by ISACO Investment Team and ISACO premium clients. 
*** December 31st 2008 - December 31st 2012. 
ISACO investment performance verified by Independent Executives Ltd.

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Topics: Investment funds, Investment strategy, Investment news