Our Investment Strategy is known as Eagle Assist Service. This can be utilised if you simply want us to implement and monitor your specific contracts as a stand alone service. This service forms part of the Key to Wealth Programme as standard.
No matter what choice of stocks and shares a Manager chooses, or from which sector or region, it is always difficult to avoid the overall market risk. While none of us can predict the news and its effects on the stock markets, what we do know is that when risk is taken, investors are owed a return. What we offer therefore is a broad diversification (investment in the whole market place), efficient implementation and competitive fees. We know that markets work, diversification is key, risk and return is related, and by mixing and matching different assets to work together, the potential success for performance is greater. This is known as asset allocation.
Why not the Bank? To date it has not been possible to beat inflation by investing in cash deposits. Since 1949, inflation has always been higher than returns from deposits in the UK.
Why not Investment Managers (stock pickers)? We want to capture market rates of return rather than depend upon share prices and predictions. This may seem an extreme example of the risks of investing via this process but Insurance News recently reported that, according to a recent trial, monkeys throwing darts at funds on a board are no less statistically likely to have success when compared with the skill of asset allocation, picking stocks or |
tactical investment - Active managers may have success one week but not the next. Their forecasting can be obliterated by unexpected news.
Our strategy will be based on understanding risk versus return, we will invest globally and, if appropriate to your risk strategy, include value and smaller company securities because since 1956 these investments have provided greater returns, beaten inflation and have compensated investors for bearing the risk.
Our investment strategy will implement scientific and mathematical research and will eliminate, where possible, human intervention for forecasting or stock picking, which can have a stronger focus on luck, intuition or the dart hitting the right fund. Our focus is on capturing the returns from economic forces.
Our strategy will take every diversification into account and will be invested in all of the market so there is no reliance on the price being right.
Adviser Remuneration is performance related. It is in both our interests to make money work for you.
We invest using asset allocation classes. These are Global Equities (Stocks & Shares), Fixed Income, with a tilt towards Value ie lower price than normal and smaller companies. This increases returns through Portfolio design, Portfolio Management and lowers costs which in turn increases returns. |
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