Performance Protector Presentation

Fraser

Why do we believe that we need to offer you an enhanced service

for handling investments?

To answer that questionI’ll ask you one of my own

If you invested in the Top 50 funds 5 years ago where would these funds

be ranked now?

Only 10 funds would still be in the top 150.

Only 3 funds would still be in the top 50.

Only 6 funds would still be in the top 100.

Only 12 funds would still be in the top 200.

So if buy and hold doesn't work anymore,

what should you do?

We believe that we have adopteda winning strategy by introducing

‘Performance Protector’.

The Principle

The graph below shows the performance of three funds

over the same time period.

Wouldn’t it be great if you could switch from the good funds

before they went bad?

Performance Protector offers the ability achieve this.

On a monthly basis it screens thestatistical data on your funds.

If these fall below the threshold that we have set

Performance Protector alerts us, the fund is sold,

and the best fund in the sector is bought.

This should produce a more ‘smoothed’ effect for portfolio performance

BeforeAfter

Illustrated Thusly:

The Results

*Based upon a typical asset allocation of our ‘Average client’ over a 11 year and 2 month period

(the Longest period that we can Back-test) up to 27th April 2009,

On average, over that of a static portfolio

4.09% p.a.* Extra Return

On every £100,000, that Representsa Massive

£61,549 Extra Return

on top of that achieved by a statically held portfolio.*

Additionally, all this would have been achieved with less risk