What To Expect?

Our objective is to achieve net of fee returns of 10% p.a. for our clients who are invested with us for five years and more.

A return of 10% p.a. would mean a doubling of the investment amount in 7 years and a quadrupling in 14 years. For example, an initial investment of $250,000 would be worth $500,000 in 7 years, and $1,000,000 in 14 years at a 10% compounded rate of return. (And of course, the targeted returns do not come in like clockwork – there will be crashes, panics, euphoria, bears and bulls in the stock market – it is part and parcel of a double digit return).

Investing in the stock market is risky, and we expect our clients to stay with us over the long term and possess the fortitude to ignore market fluctuations. It is even better to load up on stocks when the stock market is at its most bearish, despite one being in the depths of despair!