AssureInvest continues to deliver outstanding investor outcomes through strong portfolio performance at lower risk than most other strategies.
Key to our success is our disciplined, patient and active focus on appropriately-diversified attractively-valued high-quality assets.
Each of our portfolios have provided returns ahead of peers since inception and over the year to May 2016.
Critically, this performance is generated at lower risk. Our portfolios tend to fall less than the market in down periods and they perform relatively well during up periods. We rely less than many strategies on performance of the overall market for our returns.
Our returns relative to the risks we take are superior to other approaches. Our return for each unit of risk (Sharpe Ratio) is higher than peers for each of our portfolios.
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AssureInvest Australian Equities Portfolio
AssureInvest Australian Equities Portfolio continues to generate market and peer-beating returns.
The portfolio beat the market and peer group by 6% per annum since inception in February 2014, returning 10% per annum including dividends.
For the year to May 2016, while the portfolio’s return was a modest +1%, it was well ahead of the market’s loss of 2% and peers’ loss of 3%.
In the last three months, the portfolio’s 13% return beat the market by 1% and peers by 2%.
Our unique, structured approach focused on a diversified selection of attractively-valued outstanding businesses allows returns to hold up better than other strategies during weak market periods and makes wealth expansion over time more likely.
Importantly, portfolio returns are constructed at lower risk
- Relatively low portfolio beta of 0.9 shows we rely less on market moves for performance.
- Standard deviation is lower than market and peers, so returns are less volatile.
- We generate greater returns for each unit of risk. Sharpe ratio is better than market and peers. Sharpe ratio displays risk-adjusted returns, measured by portfolio returns in excess of the “risk-free rate” per unit of volatility.
- As expected, tracking error (deviation of returns from market returns) is above market and peers due to our concentrated, high-conviction style (we don’t own weak businesses regardless of index weight) plus our ability to outperform.
- We capture less of any market downturns (Down Capture Ratio) and our returns during such periods are better than the market and peers (Downside Deviation).
- We have also captured more of market rallies than peers (Up Capture Ratio).
AssureInvest Multi-Asset Portfolios
AssureInvest Multi-Asset Portfolios continue to post strong relative returns.
Returns for each portfolio are better than peers since inception in September 2014.
Returns are ahead of our internal benchmarks for all portfolios except Defensive and Moderately-Defensive since inception.
Gains in fixed interest relative to cash weighed on Defensive and Moderately-Defensive portfolio returns due to our underweight fixed interest position in favour of cash. We anticipate better relative performance from cash as interest rates rise over the forecast horizon.
We take less market risk (beta) than the market.
Our risk-adjusted returns (Sharpe Ratios) are superior to peers for each portfolio.
AssureInvest’s patient and disciplined approach with a steadfast commitment to our investment philosophy and structured investment process promotes the likelihood of successful outcomes while reducing the risk of permanent capital loss.
Copyright
Copyright © 2016 AssureInvest Pty Ltd ABN 55 636 036 188 (AssureInvest). All rights reserved. No part of this publication may be reproduced or distributed in any form without prior consent in writing from AssureInvest.
Disclaimer
AssureInvest has taken all care in preparing this presentation and the data, information and research commentary within it (together referred to as the ‘publication’) but to the extent that the publication is based on information received from other parties no liability is accepted by AssureInvest for errors contained in the publication or omissions from the publication. AssureInvest gives neither guarantee nor warranty nor makes any representation as to the correctness or completeness of the publication. AssureInvest bases its data, information and research commentary on information disclosed to it by other parties. Past performance is no guarantee of future performance.
General Advice Warning
The information contained within this publication is of a general nature only. No information contained in the publication constitutes the provision of securities advice. AssureInvest warns that: (a) in preparing the publication, AssureInvest did not take into account the particular goals and objectives, anticipated resources, current situation or attitudes of any particular person; and (b) before making any investment decisions on the basis of that publication, any investor or prospective investor needs to consider, with or without the assistance of a securities adviser, whether the information contained within the publication is appropriate in light of the particular goals and objectives, anticipated resources, current situation or attitudes of the investor or prospective investor. If the information contained in this document relates to the possible purchase of a financial product, the client should consider the relevant product disclosure statement (PDS) before making any decision.
Disclosure
AssureInvest has no debt or equity relationship with any funds management or financial advisory group. AssureInvest may have an interest in the securities referred to in the publication in that AssureInvest and/or its staff may hold or intend to hold deposits, shares, units or other rights in respect of such products and from time to time AssureInvest may provide some of the investment product providers mentioned in the publication with research, consulting and other services for a fee.
AssureInvest Pty Ltd
ABN 55 636 036 188 AFSL number 478978.
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