Manage your own funds to beat the market
ShareMaestro is the ideal tool for managing your own funds. Using the standard ShareMaestro FTSE100 buy/sell signals to switch between FTSE100 covered warrants and cash, you would have achieved a significantly higher return (18.6 %) than the best-performing managed UK Equity fund (see below). A £1000 investment in 1984 would have grown to over £72,130 by 30th June 2010.
If you had a lower risk appetite and had used the same signals to switch between FTSE100 ETF investment and cash, you would have achieved a compound annual return of 6.4 % over the same period - over 3 times the median return of all managed UK equity funds.
| Compound annual 10-year returns to 30th June 2010 - All UK Equity Funds * | |
| ShareMaestro FTSE100 Covered Warrant Fund | 18.6 % |
| Marlborough Special Situations (best return of all managed UK Equity funds) | 11.6 % |
| ShareMaestro FTSE100 ETF Fund | 6.4 % |
| Median return of all managed UK equity funds | 1.9 % |
Both ShareMaestro funds have performed strongly throughout the history of the FTSE 100. The reason is simple : both funds leverage the considerable outperformance (53 x) of the FTSE 100 during ShareMaestro's signalled investment periods.
To download full details in Excel of the performance of these ShareMaestro funds, please click on this link. With ShareMaestro, you can easily execute the investment strategies employed by these funds. The strategy of the ShareMaestro FTSE 100 ETF fund is described below. The detailed strategy of the ShareMaestro FTSE 100 Covered Warrants fund, including the critical risk-control measures, is available upon request to subscribers of ShareMaestro.
Not only can you get market-leading performance but you can save the fund management fees which considerably erode long-term managed fund investments. Managing your own fund means that "after 25 years your savings pot will be almost two-thirds larger" - John Kay, the Sunday Times.
* Details of the UK Equity Funds performance table
1. Morningstar is the source for the commercially managed fund performance figures,. These returns are post fund management fees, on a bid-to-bid, net income reinvested basis.
2. The ShareMaestro fund performance figures include dealing costs and buy/sell spreads. The return for the ShareMaestro FTSE100 EFT fund includes a low-cost administration fee of 0.4% p.a. for the time when the fund is invested in ETFs.
3. The ShareMaestro FTSE 100/Cash fund invests in the FTSE 100 when the ShareMaestro FTSE 100 valuation, including the default values of 10% for risk premium and 2% p.a. for real dividend growth, first reaches 105%. Investment in the FTSE 100 is via a low-cost ETF (exchange-traded fund). This ShareMaestro fund switches from FTSE 100 investment to cash when the ShareMaestro FTSE 100 valuation first falls to 95%. Interest on cash is assumed to be base rate less 0.5% post basic-rate tax.
4.
The ShareMaestro FTSE 100 Covered Warrant fund invests in FTSE 100 covered warrants according to the ShareMaestro FTSE 100 investment signals. The historic prices of the warrants have been calculated using the S.G. Warrants price calculator, with a 1% buy/sell spread.
5. The performance of the ShareMaestro funds can be verified from the ShareMaesteo FTSE 100 buy/sell signals (which can be validated from the factual input data and the default assumptions for non-factual data), the prices of the FTSE 100/FTSE 100 covered warrants and from the base rate history.
Past performance is not necessarily a guide to future performance. ShareMaestro valuations do not constitute investment advice from ShareMaestro Limited.
Manage a portfolio of shares
ShareMaestro is a great system for managing your own portfolio of shares. The Investment Strategies section of this site, together with the ShareMaestro User Manual, describe a systematic, risk-controlled approach which could help you beat the market. The new ShareMaestro's automated bulk share valuation feature will help you select the best individual shares from the FTSE All-Share Index for investment.
The successful track record of ShareMaestro on Share Selections shows how the ShareMaestro bulk share valuation feature can give you a genuine edge, not just in picking the right shares to buy but also in picking the right time to sell.
