Performance Protector Presentation Fraser
Why do we believe that we need to offer you an enhanced service  for handling investments?
To answer that question I’ll ask you one of my own
If you invested in the  Top 50 funds 5 years ago  where would these funds  be ranked now?
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...
So if buy and hold doesn't work anymore,  what should you do?
We believe that we have adopted a winning strategy by introducing  ‘ Performance Protector’.
The Principle
The graph below shows  the performance of three funds  over the same time period.
Wouldn’t it be great if you could  switch from the good funds  before they went bad?
Performance Protector  offers the ability achieve this.
On a monthly basis it screens the statistical data on your funds.
If these fall below the threshold  that we have set  Performance Protector alerts us,  the fund is sold,  and the best fun...
This should produce  a more ‘smoothed’ effect  for portfolio performance
Before After Illustrated Thusly:
The Results
* Based upon a typical asset allocation of our ‘Average client’  over a 11 year and 2 month period  (the Longest period th...
On every £100,000, that Represents a Massive  £61,549 Extra Return  on top of that achieved  by a statically held portfoli...
Additionally, all this would have  been achieved with less risk
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Fraser Wealth Management Performance Protector

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Fraser Wealth Management Performance Protector

  1. 1. Performance Protector Presentation Fraser
  2. 2. Why do we believe that we need to offer you an enhanced service for handling investments?
  3. 3. To answer that question I’ll ask you one of my own
  4. 4. If you invested in the Top 50 funds 5 years ago where would these funds be ranked now?
  5. 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. 6. So if buy and hold doesn't work anymore, what should you do?
  7. 7. We believe that we have adopted a winning strategy by introducing ‘ Performance Protector’.
  8. 8. The Principle
  9. 9. The graph below shows the performance of three funds over the same time period.
  10. 10. Wouldn’t it be great if you could switch from the good funds before they went bad?
  11. 11. Performance Protector offers the ability achieve this.
  12. 12. On a monthly basis it screens the statistical data on your funds.
  13. 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. 14. This should produce a more ‘smoothed’ effect for portfolio performance
  15. 15. Before After Illustrated Thusly:
  16. 16. The Results
  17. 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. 18. On every £100,000, that Represents a Massive £61,549 Extra Return on top of that achieved by a statically held portfolio.*
  19. 19. Additionally, all this would have been achieved with less risk

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