May 2008 Investment Review

In this review we set out our process-identify the Theme/s. Identify the sectors in which the Theme/s are operating and drill down into the funds in that sector which match the theme best and which measure up to their competitors.
Each client has their own requirements from their portfolio and their own attitude to investment risk so the allocation of each client's portfolio to the funds recommended will vary in proportion. We discuss the allocation and investment risk, and their requirements extensively with each individual client-only after that discussion and the client's agreement to proceed on the conclusions reached, does any investment recommendation take place. The Review the fore does not constitute investment advice-it assists in the process towards it-I hope you will agree.

To download a sample click here -> Investment-Review-at-September 2008.doc