Firstly, I would like to wish all readers a happy, healthy and prosperous New Year. I hope that you have enjoyed the holidays and face the year full of confidence.
We, at Rutherford Hughes Limited, feel very optimistic about our future as we meet new clients and our investment proposition continues to outperform some big investment houses and their vaunted investment expertise. To back up this statement, let’s look at some charts to the end of the third quarter in 2017. Unfortunately, it is too early to have the full year’s figures at the time of writing.
The opposite comparison is based upon a described cautious portfolio where RHL offers a monthly adjustment of selected funds with a rebalance. We offer more ambitious investment strategies that demonstrate similar out performance amongst their peers.
I am sure that you will be impressed with the consistent outperformance we have achieved. These figures, combined with genuinely independent financial advice, makes for a class leading proposition. What underpins this is a well-considered, consistent and repeatable process with a diverse asset allocation and the belief that you cannot call, or time, the markets.
Some of you will ask how we have figures going back so far when RHL is so young. It is because the investment proposition has been developed over the
last fifteen years and has remained a consistent feature in the advisory work the directors have undertaken in previous roles. Consequently, we do have existing investors who have enjoyed a great investment experience over several years.
Our service is an advisory and not discretionary service which means that our client investors remain with the last say in every transaction we recommend. This means that every client has an individual service tailored to their own requirements and not subject to what everyone else is doing.
The historical figures used in the illustration are cumulative over the periods shown and taken from Morningstar data, an independent provider of investment statistics.
Be aware that past performance is not necessarily a guide to future performance and the value of investments can fall as well as rise. Such investments are considered to be for a period of five years plus and you may not get back as much as you invested.
Warnings over, why not call us to see how we can help you achieve a brighter future?
