Pension Performance Fund Analysis -Recommended Portoflio

Figaro's Fund Analysis reviews a fund manager's past performance; and identifies when a fund manager’s investment style is effective.

The following Balanced Managed Fund out performed the Balanced Managed Sector on 98% of occasions by an average of 12.97% p.a.    

Figaro's Fund Analysis calculates the proportion of a fund's overall investment return which is generated by the Sector and quantified the value added by the fund Manager.

The Trend Graphs that follow show how  Fraser Financial’s preferred fund has performed over a series of 48, 1 year investment periods, taken at one-month intervals.

• Historical performance is to the left and current performance to the right of the graph.   
• White bars are periods of negative and green positive returns.  

Sector Return   – is a way of measuring how much of a fund’s performance is as a result of the markets moving.      Sectors are collections of funds which have been grouped together by the ABI (Association of British Insurers), with the aim of assisting comparison with other funds sharing a common purpose.

The recommended fund is in the Balanced Managed Sector, with the following performance:

Then, by subtracting the Sector Return from the Fund's Return we can see the value added by the Fund Manager.

This Manager Return - shows the fund significantly and consistently out performing other funds in the same Sector. 

Invest With The Best

Fraser Financial Services identify the best fund managers  and  recommend a portfolio   of thoseperforming most consistently - adding the greatest value.

Investment selection is not limited to insurance company funds. You can enhance performance by choosing investments from a wider range of funds including some not effected by stock market volatility or low interest rates.

Fraser Financial Services   offer a pension review service; with your permission we can carry out a FREE NO OBLIGATION analysis to see whether it might be in your interest to: 

• Move your pension to another fund with your current provider.  

• Transfer your pension fund to a low cost provider with better fund performance.  

• Transfer your fund to a pension; where you have access to a carefully selected & monitored range of the best funds.  

Fund Performance Analysis   is performed by Figaro for 48 periods ending 31st December 2009, on data supplied by Morningstar. Whilst Figaro take great care in compiling the figures and information shown, no liability can be accepted for any error or omission.

Past Performance   is not necessarily a guide to future performance.