How does it work?

‘Mirror’ our own personal fund trades

Throughout the year you get to see what we are doing with our own personal money and if you agree with our fund pick, you have the chance to mirror the trade. This means you are in the driver’s seat at all times and can decide which funds you want to buy and how much you want to invest.

Due to our outstanding track record of performance growth1, most clients mirror our exact movements throughout the year. Some clients however, do begin their term with us by partially mirroring and as time passes, their confidence tends to grow in our ability, which results in them deciding to mirror us to the letter. Past performance is not a guide to future performance.

Tax-efficient investing

One of the secrets to our impressive returns is to buy our funds 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.

Takes the hard work out of investing

Our Shadow Investment service has been purposely designed to take the hard work out of investing. Five days per week, we send you a Daily Market Update which offers the opportunity to shadow our fund picks. The update takes under three minutes to read, however many of our client’s scan the information which takes less than sixty seconds. 

The opportunity to copy our trades

In about 99% of all the updates we send, we’ll report that we are taking no trading action. However, in approximately 1%, we’ll report that we are about to make a ‘switch’ in our ISA/SIPP portfolio. That simply means that we will be placing a trade and these are the rare days clients get the opportunity to shadow our fund pick. Typically, we only make about 1-2 trades over the course of a year.

We make the trades in our portfolios and if you want to copy the trade we’ve made, you’d simply make the same trade in your own investment account.

 The service includes:

  • 241 ‘Daily Market Updates’ and 12 monthly editions of ‘The Big Picture’.
  • ISACO co-founder Paul Sutherland acting as your direct contact and client manager.
  • Shadow Investment Service Manual.
  • 365 days per year of unlimited help and support. 

You are in the driver’s seat

The good news is that because you are controlling your own investment account, you have the freedom to invest as little or as much money as you like. You can start small and increase the amount as your confidence grows.

Clients who benefit most from our service have over £250,000 actively invested however when you start off, you might decide to use just a portion of your overall portfolio and when you see a confirmation of our abilities, you’ll have the opportunity to invest more.

1January 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.