What is an “Investment White List”?

It is a shortlist of funds that we believe are in among the best of its class. Our research team tracks them more closely and certain tactical allocations of our client’s portfolios are into them.

Below is a snapshot of part of how it has an average investment return is 6.03%. On an annualised basis, the average is a strong 16.67% pa.

 

IMPORTANT NOTICE: This document is for information only. It does not constitute an offer/solicitation to deal in units of any Fund/s. It was prepared with no consideration for any specific financial situation, objective or need. No warranty is given and no liability is accepted for any loss arising directly or indirectly as a result of any action taken by a person acting on the information, opinion, forecast, estimate contained herein. Past performance, prediction, projection or forecast of any economic trends or financial markets are not necessarily indicative of the future or likely performance of any Fund/s. Please read the prospectus of the Fund/s to understand the risks associated in investing in the fund.