Protected Investments Presentation
•Download as PPT, PDF•
0 likes•241 views
A small presentation on the topic of saving for retirement and the use of protected funds for the investment.
Recommended
More Related Content
Viewers also liked
Viewers also liked (12)
Similar to Protected Investments Presentation
Similar to Protected Investments Presentation (20)
Recently uploaded
Recently uploaded (20)
Protected Investments Presentation
- 1. 'What to invest in, Why, When & How!' from PIC Europe s.a. with Colin MacGregor 1 1
- 2. Agenda What to invest in Why should we invest money When will be the right time to invest? How (safely)? 2
- 3. We all remember this……….. 3 PIC Europe s.a.
- 5. Nothing New… Source, Micropal, data from 1st October 93 To 1st December 08, Bid-Bid, Gross, Based In US Dollar, Calculation Indexed. Off-bid uses actual prices. Curr-chg uses bid-bid adjusted for current spread. The value of your units may go down as well as up. Past performance is not necessarily a guide to the future. 5 PIC Europe s.a.
- 6. Where are the Investment Opportunities – Wealth Creation! Emerging Countries > Industrial countries Source: DataStream, IMF. Industrial = Austria, Australia, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Iceland, Ireland, Italy, Japan, Luxembourg, Netherlands, Norway, New Zealand, Portugal, Spain, Sweden, Switzerland, UK, USA 6 PIC Europe s.a.
- 7. Where are the Investment Opportunities – Consumption! Private cars per 100 urban households 5 4.0 4 3.4 3 2.2 2 1.4 1 0.5 0.3 0 1999 2000 2003 2004 2005 2006e Source: CLSA 7 PIC Europe s.a.
- 8. Where are the Investment Opportunities - In India? The Cheapest Car in the World •3 metres long, •Seats four comfortably or five at a squeeze, •Does 65mph •100,000 rupees (£1,300) – the same price as the DVD player in a Lexus. 8 PIC Europe s.a.
- 9. Where are the Investment Opportunities – Urbanization! Source: United Nations Department of Economics and Social Affairs, 2005 9 PIC Europe s.a.
- 10. Conclusion Key investment drivers remain intact •Demographics •Globalisation •BRIC A portfolio of uncorrelated assets should deliver great performance over the investment cycle 10 PIC Europe s.a.
- 11. Why? Government - warnings Council pension deficit set to double “The pension deficit for local councils in England and Wales could hit £60bn this year.” Liberal Democrats said Czech pension system collapsing: budget gap widens “The number of pensioners is growing at an unprecedented rate. This has created a gap of 10.4 billion CZK (roughly 400 million EUR) in the social security budget......” Petr Holub 11 PIC Europe s.a.
- 13. Protected Funds – doing what they say on the tin
- 14. Global Equity Capital Protector Fund Source: Bloomberg. As of 1st December 2008. Past performance is no guide to future performance. 14 PIC Europe s.a.
- 15. I’ve worked When? really hard.. Now is good, ten years ago even better…… 15
- 16. When is the right time to invest? £500 per month invested at 9% 30 year old retires at 60 with £761,000 or £68,400 per annum 40 year old retires at 60 with £276,000 or £24,900 per annum (or could invest £1,347 pm) 50 year old retires at 60 with £81,000 or £7,290 per annum (or could invest £4,577 pm) “The follies which a man regrets most in his life are those which he didn't commit when he had the opportunity” Helen Rowland 16
- 17. Next Move ……. Complete forms Take money Retire where and when you planned …comfortably 17
Editor's Notes
- Investment. It’s a risk. If it wasn’t we wouldn’t make any money...... I will show you a way today of exposing yourself to the risk of making money without the considerable risk of losing it all. In June one of my clients said to me “well done Barry after 4 years of advice I am back to where I was 4 years ago.” What do you think of that. Bottom of the market and in a recession and he’s broken even. Well I personally have made an averaged 42% per annum over the last 4 months since then. My name is...... UK as Bank Manager Germany as a salesman for 16 years Czech for 12 years always in Small Business
- Agenda What to invest in Why should we invest money Why you need money? When will be the right time to invest? How (safely) ?
- Agenda What to invest in Why should we invest money Why you need money? When will be the right time to invest? How (safely) ?
- It’s the same old story Over the last fifteen years it’s been worse.... Then there was back in 1981 etc ....
- Non GOLD Reserves. Where a country keeps it’s money Emerging countries are looking good because of the resources..... A sovereign wealth fund ( SWF ) is a state-owned investment fund composed of financial assets such as stocks , bonds, property, precious metals or other financial instruments. Sovereign wealth funds invest globally. Some sovereign wealth funds are held solely by central banks, who accumulate the funds in the course of their management of a nation's banking system; this type of fund is usually of major economic and fiscal importance. Other sovereign wealth funds are simply the state savings which are invested by various entities for the purposes of investment return, and which may not have significant role in fiscal management.
- Enough of cars what of consumption..... China hasn’t really started yet.....
- This would have been one place but I haven’t seen one yet....
- Urbanisation defined by the United Nations as movement of people from rural to urban areas with population growth equating to urban migration. The United Nations projected that half of the world's population would live in urban areas at the end of 2008. [2] 160,000 people a day move to cities. We build a city the size of Paris every month…… 90 square kilometres and 2.2 million people
- Global stockmarkets have experienced considerable turbulence in the past 12-18 months, making investors more aware than ever of the potential risks associated with equity investing and the need to diversify investments across themes and markets on a global basis. The new Multi Asset Protector Fund has been specifically designed with this in mind – but with the added level of protection to maximise reassurance to investors. The New Blackrock Multi Asset Protector Fund By investing in the Multi Asset Protector Fund investors will benefit from the unlimited potential growth of global financial markets For peace of mind the Fund also provides investors with a minimum level of protection of 80% of the highest ever NAV The fund has the ability to make quick investment decisions and move into assets which are making money
- Examples of waiting and the Loss of capital sum or The extra premium to ‘make up’ the difference