Which of our funds are in the money flow?

Posted by Stephen Sutherland on Wed, Jul 23, 2014 @ 01:30 PM

Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.

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

On June 26th, we took a good look at the returns of the five funds that we owned, the returns of the FTSE 100 and returns of the NASDAQ Composite. This is what we discovered:
 

The Big Picture July 2014 MARKETING v7 8


Our outlook for 2014 and beyond

Quarter two is now over. Year to date we are sitting in a net loss of 3.5% versus the FTSE 100’s -0.2%*. After making a 23.1% return in 2013 versus the FTSE 100’s 14.4%, giving back just over three percent of that gain is not too much of a concern. We’ve been saying for some time now that the indexes and our portfolio were long overdue a rest and it looks like that time has just started. However we still expect to see things pick up in the last quarter of the year. We like these periods of rest for the indexes, funds, stocks and our portfolio because our investment accounts can’t keep on going up in a straight line and need time to get their breath back before their next push northwards. Beyond 2014, we expect solid performance from the equity markets and this means that if you are a long-term investor like us, and have the courage to stay in the game, the future is looking bright. 

Data collected June 26th 2014.

Exceeding performance expectations

Our aim is to outperform the FTSE 100 and we are proud of our 23.1% 2013 return which some would say is impressive and even more so when compared to the FTSE 100’s 2013 return of 14.4%. As you can see on this bar chart, we’ve also delivered solid returns over the last 5 years** and managed to make an average annual gain of 14.5% versus the FTSE’s 8.8%.
 

The Big Picture July 2014 MARKETING v7 9


** December 31st 2008 - December 31st 2013. ISACO investment performance verified by Independent Executives Ltd.
 

Long-term performance

If we go back even further, since beginning investing back in 1997, we’ve outperformed the FTSE 100 by 60.2% which means we’ve beaten the main UK stock index on average by 2.4% per year***.
 

The Big Picture July 2014 MARKETING v7 9b


*** December 31st 1997 - December 31st 2013. ISACO investment performance verified by Independent Executives Ltd.
 

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.

About ISACO

ISACO specialises in ISA and SIPP Investment and is the pioneer of ‘Shadow Investment’; an easy way to grow your ISA and SIPP at low cost. Together with our clients, we have an estimated £57 million actively invested in ISAs and pensions****. Clients like us because we have a great track record of ‘beating’ the FTSE 100*****. Over the last 16 years, we’ve outperformed the Footsie by 60.2% and over the last 5 years, we’ve averaged 14.5% each year versus the FTSE 100’s 8.8%. You can find us at www.ISACO.co.uk.

What is Shadow Investment?

Picking the right fund for your ISA and SIPP is not exactly the easiest job in the world. And knowing 'when' to buy and 'when' to exit is even more difficult! Our ‘Shadow Investment’ Service is here to help. Our service allows you to look over our shoulder and buy the same funds that we are buying.

When we are thinking of buying a fund, we alert you so that you have the opportunity to buy it on the same day that we buy it. We also tell you about when we are planning to exit the fund. You control your investment account, not us. You can start small and invest as little or as much money as you like.

By knowing what we are buying, when we are buying and when we are exiting, throughout the year you can mirror our movements and in effect replicate our trades. This means you have the opportunity to benefit from exactly the same investment returns that we get. Our investment aims are 10–12% per year.

We are totally independent, fully transparent and FCA compliant. We’re warm, friendly and highly responsive and it’s a very personal service that gives you direct access to the Sutherland brothers; ISACO’s two founders.

Who are ISACO’s clients?

Clients who benefit most from our service have over £250,000 actively invested and the majority of them are wealthy retirees, business owners, self-employed professionals and corporate executives. We also have clients from the financial services sector, such as IFAs and wealth managers.

Do you have questions?

To have all your questions answered, call 0800 170 7750 or email us at: info@ISACO.co.uk.

Data collected June 26th 2014.
** 5 year performance: December 31st 2008 - December 31st 2013. ISACO investment performance verified by Independent Executives Ltd.

*** Long-term performance: December 31st 1997 - December 31st 2013 ISACO 91.3%, FTSE 100 31.1%. ISACO investment performance verified by Independent Executives Ltd.
**** November 15th 2012: Internal estimation of total ISA and pension assets owned by ISACO Investment Team and ISACO premium clients.
***** 5 year performance: December 31st 2008 - December 31st 2013. Long-term performance: December 31st 1997 - December 31st 2013 ISACO 91.3%, FTSE 100 31.1%. ISACO investment performance verified by Independent Executives Ltd.
 
 

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Topics: Investment strategy, Investment news