Do you want a more active monitoring of funds that both reduces the potential for losses and reduces volatility?
Do you want to receive quarterly valuations of your portfolio?
Background
- Utilising research conducted by academics in the US and the UK, Lyndhurst developed Prime Fund Management, “Prime”, as a response to the severe drawdown in asset prices during 2008. Prime is a proprietary trading system based on specific moving averages with judgemental overlay, the research showing that long term returns may be enhanced and volatility reduced by around a third adopting this
strategy.
Our Service
- We will build a bespoke investment portfolio for you based on your attitude to risk, from 1 to 10, our asset allocation model and the Prime Fund Pick List.
- Each week the funds within your portfolio are monitored against a specific moving average, if the fund price dips below its moving average we will email you recommending the fund be sold with the proceeds held in cash or cash-like instruments
- Similarly, when the fund price moves up through its moving average we will email you recommending re-investment or buy.
- At the beginning of each month we will send you a market commentary outlining the trends that are impacting on your portfolio.
- Each quarter we will send you by email a valuation of your Prime assets.
Summary of Lyndhurst Prime Fund Manangment:
All the benefits of a Wealth Management account Plus:
- Regular monitoring for buy/sell signals
- Clearly identified values at risk
- Active advice and preserves capital in the bad times
- On reaching certain indicators, gains can be locked in and losses minimised
To arrange a ‘no commitment’ consultation at our expense call us on 01582 715777
