Our investors typically move maturing term deposits to our Fund, as we deliver higher income while always protecting and growing our investors’ capital.
We have a 3 step investment approach:-
1. Buy and hold blue chip shares with insurance on the Australian Stock Exchange
2. Technology enables our software systems to choose the lowest cost insurance from the many alternatives. The amount of insurance is set to always participate in the upside with minimal capital at risk.
3. On market moves we re-set the insurance level. If the share price rises, we buy more to 'lock in' the gains, on falls we sell some that is no longer required.
We have a 5½ year track record of compounded returns of 33% since our inception, considerable higher than cash, with 22 consecutive quarters of no losses exceeding 2%.