Active Global
Investor - Take control
True North's Active Global Investor provides all the detailed
information you need to make consistent absolute inflation beating
returns year after year.
The portfolio, which consists of stocks, investment
trusts, exchange-traded funds, and power shares, can easily
be reproduced by the private investor with a medium sized portfolio.
The service provides twice monthly updates for the active,
self-directed investor to run their own well-diversified
global portfolio. The
portfolio is balanced between income generating market leaders and growth
stocks that have begun potential strong trends.
The Active Global Investor management team focus on finding
you high
quality companies with excellent earnings visibility around
the globe. The absolute timing of purchasing stocks recommended for
your portfolio is not critical, as all investments are taken with
a
medium to long term view. You might choose to mirror the portfolio
exactly or pick
and choose the stocks based on your own circumstances.
The
aim is to achieve inflation beating absolute returns.
Performance
Last year the portfolio returned 14.4% excluding
dividends. Individually some selections performed much higher
than this.
Rolls Royce +86%
ishares Japan ETF +25%
A global porftolio
This service can be utilised equally by a European, North
American or other investor. Many of the selections have dual listings
and now most internet brokers can provide inexpensive access to international
shares. You will be fully updated each fortnight on the progress of the
selections and our focus on quality companies ensures there
is plenty of information available on each stock/ ETF.
UK self-select
pensions & ISAs. US 401Ks
This portfolio of quality, stable and highly visible stocks
could be used with great effect within a UK self-select pension or equity
ISA or within 401Ks in the US. The solid performance of the portfolio
over many years would maximise any tax efficient investment if you wish
to
choose
individual equities. Please see a financial advisor if planning to do
this, we do not provide tax
advice
or financial
planning.
Membership level
1: £149 - FREE TRIAL
- Fortnightly portfolio reports: With
each report (sent via email), our portfolio manager will discuss the
current selections for the month,
giving buy, sell and
hold notifications with charts.
- Instant portfolio change alerts: Receive
email updates the instant changes are made to the portfolio.
- Monthly global outlook commentary: Our portfolio
manager shares his views on the sectors and developing
trends that he's watching .
- Access to previous fortnightly and monthly comments: Password
protected access to previous updates.
- 2 week free trial: Receive two portfolio updates
free, inludling our welcome pack and access to our previous updates.
You can cancel any time during the trial and you will be reminded when
this is due to end.
Membership level 2:
£349 -
FREE TRIAL
- All the features of level 1 plus:
- Weightings: Suggested weightings for the portfolio
including cash allocations.
- Hard copy of portfolio with commentary: Sent monthly
anywhere in the world if requested.
- 2 week free trial: Receive two portfolio updates
free, inludling our welcome pack and access to our previous updates.
You can cancel any time during the trial and you will be reminded when
this is due to end.
If you have any questions please contact us any time:
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