|Individually Managed Portfolios
After 24½ years
in advising private investors on how to manage their own
share portfolios, Securities Research introduced a new
service in January 2005: Individually managing portfolios
for other investors.
investors continue manage their own stockmarket
investments with the help of our "Market
Analysis" and "International
Investor" newsletters but some asked us to
manage everything for them with an "Individually
Managed Portfolio". Other advantages of this
service are that (1) you don't have to compete with other
newsletter subscribers to buy and sell published
recommendations and (2) we can invest part of your
portfolio in attractive smaller company growth shares
which are too inactively traded to be suitable for
recommendation in our newsletter owing to its wider range
and funds will be held in your name in your account
with your existing stockbroker but we will be able to
make trades to manage these investments on your
behalf. Dividends will be paid to your bank
No two portfolios will be the same. Your portfolio
will be uniquely designed to meet your individual needs
after consulting with you to determine your current
financial position, plus your current and future needs
and goals. We can take over the full management of
your portfolio - providing you with quarterly reports and
an annual summary for tax.
You can add or withdraw funds at any time, or
terminate the management agreement without notice
(subject only to an early repayment penalty as we invest
for the long term).
|We aim for
long term capital appreciation and have been very
successful at building investment wealth in the
stockmarket. Our fee for managing your investments
involves two parts:
1. An annual fee of 1.0% (on funds up to $500,000
and just 0.7% on the balance above that).
2. A performance fee equal to 10% of net profits
(i.e. above the "high water mark"
Your initial investment should be at least $200,000.
We believe shares are a long term investment and we
invest to maximise your long term gains. You
should therefore aim to leave money with us for five
years or longer.
guarantee future performance. The performance of
individual portfolios will also vary depending upon your
exposure to risk and/or your need for income or capital
growth. As an indication, however, the Recommended
Portfolio in "Market Analysis" recorded
the following gains: +14.9% in 2016, +29.5% in 2015, -9.8% in 2014, +21.5% in 2013, +24.2% in 2012, -6.5% in 2011, +4.2%
in 2010, +49.4% in 2009, -32.0% in 2008, +11.4% in 2007,
+33.3% in 2006, +3.8% in 2005, +36.7% in 2004, +38.0% in
2003, +9.2% in 2002, +25.8% in 2001, +18.3% in 2000,
+44.1% in 1999 and +20.8% in 1998.
believe our "Individual Managed Portfolio"
service could be for you, please contact us by email at firstname.lastname@example.org
to discuss your situation and how we may be able to
help. Ideally we would prefer that you have been a
subscriber to our newsletter(s) for many years and are
familiar with our investment methods and techniques.
© 2005-2017 Securities Research
Company Limited (registered in the British Virgin Islands)