Wodehouse completes Year 1 with a 14.6% Return On Our Model Portfolio
Disclosures:
The Wodehouse Model Portfolio is an asset allocation portfolio invested across five asset categories: Indian Equities, Indian Short Term Bonds, Indian Long Term Bonds, Precious Metals, Commodities and Cash. The asset allocations and our investment opinions are disclosed to clients via electronic communication. Performance results are unaudited. The results are what an investor that had followed our asset allocation recommendations would have earned had they invested in each asset class benchmark.
Our investment advisory services are tailored for sophisticated, informed and accredited investors only, with a minimum net worth of $2 million.
Wodehouse completed our first year of providing investment management advisory services in February 2012. In the first year, our model portfolio delivered a positive return of 14.6%.
Further, we delivered the return while maintaining a strong underweight in Equities all year, without taking unnecessary risks or exposing clients to significant losses, and avoiding the equity meltdown in the summer 2011. At no point was our return negative last year.
Notes on Performance:Potential investors should note that investments involve significant risks and the value of an investment may go down as well as up.
There is no guarantee that past or projected performance is not necessarily a guide to future results. This material does not constitute a prospectus, request, offer, recommendation or solicitation of any kind to buy, sell, redeem investment instruments or perform transactions of any kind. The performance figures are provided for comparative purposes and track the asset allocation recommendations made available to clients in our monthly newsletters.
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