Investment Review

The difference between a top performing and bottom performing fund is staggering. An Individual Savings Account (ISA) taken out 5 years ago for £7,200 could today be worth as much as £10,433 or as little as £3,256, depending on which fund manager you invested with (see graph below).

Source: Financial Express Analytics, Total Return, Bid to Bid, GBP£, 31.03.2004 to 31.03.2009

But, all too often investors simply look at past performance as an indicator of the success and quality of their funds. Not surprisingly though, relying on past performance alone is like driving a car and only looking in the rear view mirror.

Murdoch Asset Management offers a free, no obligation review of your existing ISA and other investment holdings. Simply complete the enclosed form and we will provide you with a comprehensive report for each of your existing investments. If they are good funds, we will recommend keeping them. If their performance is unsatisfactory, we can recommend a suitable replacement.

Each report will include all of the information detailed below:

• Short, medium & long term performance of your fund over 1, 3, 5 & 7 years versus its peer group.
• Yearly performance for each of the past 5 years.
• Review of the annual management charges.
• Details of the fund managers responsible for your money and a description of their investment approach.
• Murdoch Asset Management's view on whether to keep or switch the fund.

Contact us for further information

	Download Investment Review Service Brochure
	Download Investment Review Reply Form

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