Mandate: low to medium attitude to risk seeking to avoid significant capital loss and requiring a regular sustained income.
Client S Performance (Time Weighted Return, Net of Fees)
* 15/07/08 – 31/07/08
Disclaimer: The past performance information shown on this page is for illustrative purposes only and should not be relied upon as an indication of future performance. The performance is based on the actual results obtained for a client seeking capital growth with a low tolerance of loss, achieved by global investment, primarily using Exchange Traded Funds.
Other portfolios managed in accordance with the same investment criteria may have experienced different results due to the difference in timing of the initial and subsequent investments and also by the timing of any withdrawals. The risk characteristics of the portfolio illustrated here are not suitable for all types of investor.
Investing in Exchange Traded Funds may expose the investor to a number of risks, some of which are specific to Exchange Traded Funds and some of which are general investment risks. Not all Exchange Traded Funds are suitable for all investors. The value of investments and the income from them can go down as well as up and investors may not recover the amount of their original investment. The sterling value of overseas investments, and the income from them, will fluctuate as a result of currency movements. The tax treatment of investments depends on each investor’s individual circumstances and is subject to changes in tax legislation.
