Sector Return

The most important decision to make is:   NOT...      who will be your fund manager?   BUT   ...   which Sector will you invest in?   Sectors have 'personalities' which can provide you with a steady or a hair raising journey.

It is the range of permitted assets that will determine the 'personality' of a Sector. Since January 2007 funds within the Balanced Managed Sector must have between 40 & 85% of the fund in equities with a minimum of 50% in sterling-based assets.

At Fraser Financial we make sure our clients have the right information and support to be in the right Sector at the right time...

• Protect your wealth during periods of uncertainty    

• Benefit from strong growth in the right Sectors.    

The following Trend Graph  more readily illustrates the change in this Sector's fortunes than figures alone.  It shows how the Balanced Managed Sector has performed over 5 yrs with:

• Historical performance to the left and current performance to the right of the graph.  

• White bars are periods of negative and green positive returns.  

If you have funds within the Balanced Managed Sector... How long are you prepared to watch the value of your investments continue to fall?

Fund Performance Analysis is performed by Figaro for the five year period ending October 2008, 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.