Affichage des articles dont le libellé est ISACO. Afficher tous les articles
Affichage des articles dont le libellé est ISACO. Afficher tous les articles

mercredi 24 août 2016

Liquid Millionaire, ISACO, are they worth £2500 pa.

The long term performance results of the Sutherland Bros, aka ISACO found on their web site claims...total returns 121% from 31 Dec 1997 t0 31 Dec 2015.

The Sutherlands will share their fund picking selections with anyone who gives them £2500 per year. Is this good value?

Over the same period of time the SP500 + Divs returned 194%. and over exactly the same time period the Nasdaq minus Divs returned 245%.

Both index's easily outperformed the Sunderlands performance.
It appears the Sunderlands are costing their clients money.

As someone once said, a fund manager is usually an investors worst enemy.

Why would anyone hand over £2500 per year to underperform the market?
Have the Sunderland Bros found people with more money than sense?

Anyone buying a low load tracker fund could have do much better than the Sutherlands fund picking method and saved themselves a ton of money in wasted fees at the same time.


Liquid Millionaire, ISACO, are they worth £2500 pa.