“insync with you and your future”

2017 review: performance objective met and ~20% return for the year

 

BREAKING NEWS | Global Titans Fund again meets its performance objective AND also posts near 20% return for the year.

 

19.77% (1 year to October 31st) after the cost of its unique downside protection (not found in other international fund offerings). This return is directly comparable to many other Long-Only unprotected funds in this sector yet has the added ‘peace of mind’ of downside protection against large falls in the market.

 

Over its 5 year rolling monthly objective it has outperformed again its MSCI benchmark after fees  posting 14.61% p.a. Over 5x the rates of inflation and cash proving our Quality style of investing delivers results.

 

Delighted to deliver these returns for our investors and looking forward to another prosperous year in 2018.