What does ISACO do?
A specialist in ISA and SIPP Investment
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.
Put our money where our mouth is
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–beating2’ fund portfolio throughout the year. This gives you the potential for achieving almost identical returns to the ones we make.
Shadow Investment benefits:
- Opportunity to buy the same funds that we buy
- Low cost (typically 1% per year)
- Potential for ‘tax free’ growth of 6-8%
- Keep full control of your investment account
By following our lead, you are getting clear guidance on what funds to buy, when to buy them and when to sell them. This means 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. Typically, we only make about 1-2 trades over the course of a year allowing the service to be very time friendly.
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. ISACO annualised return of 5.1% compared to FTSE 100's 1.0% over 23-year period beating our benchmark on average by 4.1% per year.