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Fraser Wealth Management Performance Protector
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Fraser Wealth Management Performance Protector

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How we run your money

How we run your money

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  • 1. Performance Protector Presentation Fraser
  • 2. Why do we believe that we need to offer you an enhanced service for handling investments?
  • 3. To answer that question I’ll ask you one of my own
  • 4. If you invested in the Top 50 funds 5 years ago where would these funds be ranked now?
  • 5. Only 10 funds would still be in the top 150. Only 3 funds would still be in the top 50. Only 6 funds would still be in the top 100. Only 12 funds would still be in the top 200.
  • 6. So if buy and hold doesn't work anymore, what should you do?
  • 7. We believe that we have adopted a winning strategy by introducing ‘ Performance Protector’.
  • 8. The Principle
  • 9. The graph below shows the performance of three funds over the same time period.
  • 10. Wouldn’t it be great if you could switch from the good funds before they went bad?
  • 11. Performance Protector offers the ability achieve this.
  • 12. On a monthly basis it screens the statistical data on your funds.
  • 13. If these fall below the threshold that we have set Performance Protector alerts us, the fund is sold, and the best fund in the sector is bought.
  • 14. This should produce a more ‘smoothed’ effect for portfolio performance
  • 15. Before After Illustrated Thusly:
  • 16. The Results
  • 17. * Based upon a typical asset allocation of our ‘Average client’ over a 11 year and 2 month period (the Longest period that we can Back-test) up to 27th April 2009, On average, over that of a static portfolio 4.09% p.a.* Extra Return
  • 18. On every £100,000, that Represents a Massive £61,549 Extra Return on top of that achieved by a statically held portfolio.*
  • 19. Additionally, all this would have been achieved with less risk

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