What returns can I expect?
Target Return
Our target return annually is 15%** to the client net of all fees. Our actual performance is listed in the table below.
Why an annual target?
Share market linked investments are time sensitive and opportunity based so our 15%pa target return should not be taken to mean that you will earn 1.5% per month. It is harder to predict a monthly return than a yearly one. Thus, we find it easier to offer a target annual return.
| William Shaw Managed Account Performance | |||
| WSS MDA 1st Fin Year (Jul 07 – June 08) | +9.62%* | VS ASX 200 Accumulation Index | - 13.40 % |
| WSS MDA 2nd Fin Year (July 08 – June 09) | 13.42%* | VS ASX 200 Accumulation Index | -20.14% |
| WSS MDA 3rd Fin Year (July 09 – June 10) | +8.13%* | VS ASX 200 Accumulation Index | +13.15% |
| WSS Net Performance Since inception | +25.60%* | VS ASX 200 Accumulation Index | +0.38% |
| William Shaw MDA outperformance from inception Feb 2007 to, March 31 2011 | +25.22% | ||
* All performance figures are net of fees
+ Results are audited and actual results
N.B These results are current as at 31-3-2011
Active, high conviction managed share investment
The actively managed nature of the accounts means our primary investment position is cash. Your money is held in a high yield CMA until it is allocated to a trade; once that trade is completed the money is deposited back into your CMA where it continues to earn interest until the next trade is placed. At any one time you could expect to be invested between 0% and 100% depending on the market at the time.
For more information about our trading methodology click here
Direct access to the manager. Anytime.
Unlike other managed investments or managed funds, you can speak directly with the William Shaw investment managers anytime. The manager is there for you, to support your investing over the long term. If you would like to discuss our trading and investment strategy along the way, we welcome your call.
Investment Updates
Each time we make an investment on your behalf, we email you a detailed investment brief which includes information about the position we have either entered or exited. If we have entered a new position we will detail any relevant macro and micro economic information, it’s weighting in the portfolio, and catalysts we see for movements in the stock and an expected time frame. When exiting a trade we will include specific information about why we exited, the impact the trade had on portfolio and specific gain or loss figures on that trade.
Click here to open a Managed Account with William Shaw
** Please note that this is a target return and is in no way guaranteed. While the investment managers will make every effort to achieve the best risk adjusted return possible, we cannot guarantee a return. All returns listed are net of fees and taken from actual audited results of William Shaw clients.
