Money Matters

Why Invest with Fundamental Tracker Investment Management?

If you have got this far you are clearly someone who is careful with their money. So why should you let us manage it for you?

There are three reasons.

Firstly, we hope we have explained what we are doing and why we are doing it. You know how we invest. We track the forecast fundamentals of all the large companies in the market. That won’t change even if the staff do so you know it will be run in the same way in ten years time.

Secondly, this is not a fund run by a star fund manager who might be tempted to jump across to another fund for more money. We own this management firm and we aren’t going anywhere and when we get too old to run it we will appoint some one who will run it in the same way.

The third reason is that our fees are lower. And we hope they will get even lower as the fund expands. Our AMC of 0.75% is competitive with active funds and with passive funds. That means you, the investor, gets to keep a bigger part of your investment and its returns and that allows the magic of compound returns to work on more of your money.

 

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