LONDON, December 23, 2011 /PRNewswire/ --
Even though the FTSE 100 has seen 0% annual growth from 1999 to 2010, ISACO's chief investment strategist Stephen Sutherland returned 6.9% per year over the same period. What made the return sweeter was his gain was completely tax-free due to investing using a Stocks and Shares ISA account. Sutherland's cumulative tax-free gain over the 12 year period was 124.2%.
Sutherland commented, "I've been investing in ISAs (previously called PEP's) since 1999. Deciding to invest in ISAs for the long-term as well as contributing the maximum ISA allowance each year has been probably the best investment decision I've ever made." So what's Sutherland's secret? How did he manage to 'beat the market'?
"It helps that I'm a full time investor. If I was doing this part time I wouldn't stand a chance. Since 1997 I've been developing three skills which I believe are essential for success. The first is reading market direction. I don't fight the trend. If the trend is up, I invest. If the trend is down, I sit in cash." And the second skill you developed?
"I have an effective way of finding quality investment funds. I look for managers with great track records who have a history of outperforming the market. When I see the market moving up, I focus on the funds that are performing better than the market. This is because the fund outperforming are the ones that are likely to lead the market higher."
What's the third skill you developed? "I aim to buy and exit quality investment funds at the optimum time. Timing is everything. In my experience, the best way to identify optimal buy points is to use investment fund charts to find chart patterns where funds stand the greatest chance of increasing in price with the lowest risk of loss."
NOTES TO EDITORS
ISACO was established in 2001 by brothers Stephen and Paul Sutherland. Today we specialise in providing a premium investment guidance service for ISA and pension investors with portfolios in excess of £100,000.
Our mission is to help investors achieve better performance over the long-term, better protection in falling markets and at a better price.
Better Performance: 22.7% per year versus the FTSE 100's 9.3% per year*
Better Protection: Our aim is to protect your portfolio in falling markets
Better Price: We can help you save 45% or more on adviser fees**
*(Nov 2008 - Nov 2011)
**Based on guidance over a 5 year period starting with a £100,000 portfolio
When seeking long-term capital growth, performance is everything. ISACO's aim is to help you return 12-15% per year over the long-term however recently we've helped our clients return in excess of the 12-15% target. 22.7% annual returns for our clients have been achieved over a recent three year period versus the 9.3% annual returns of the FTSE 100.
Please remember that past performance should not be used as a guide to future performance. The value of investments can go down as well as up and you may not get back the amount you originally invest.
Over 300 business owners and professionals such as bankers, doctors, lawyers and dentists choose ISACO's Investment Guidance Service to help them achieve their ISA and pension goals. http://www.ISACO.co.uk
Chris Elmes (Public Relations to ISACO Limited): Tel: 0800-170-7750