Join our Chief Investment Officer, Ted Szkuta, during his Live Economic Overview
Learn How To:
 | Take advantage of new market opportunities |
| Identify and profit from investing in high growth sectors |
| Profit from the recent correction |
| Position your portfolio for long term growth. |
Ted Szkuta, has over 20 year's experience in the financial services industry, he will share his insight on the current market conditions and how you can use this to your advantage.
Come and see Ted at the following venues.
Melbourne
Thurs, 25th September
InvestorCircle
InvestorCircle Charter is
'Winning by Design'; we pride ourselves on outperforming the market by having superior investment processes and being small and nimble.
Unlike the large Managed Funds we provide you with:
 | Your own personal portfolio which you have 100% visibility and control over
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| A monthly video update on your portfolio with the projections and plans for the future. So you always know what your money is doing.
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| The flexibility to allow you to quickly take advantage of changes in the market
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| The right team and structure that has a history of helping our clients outperform the market. |
Our Results
We pride ourselves on consistently doing the right things; our approach is conservative however we have proven that this approach can give amazing returns.
Balanced Portfolio
Returns: 05/06 47.88%* 06/07 55.71%* 2007 21.06%*
A mid-cap portfolio selected from the ASX300 using a combination of value and growth investment strategies. Aim is to deliver exceptional capital growth over the long term.
Leaders Portfolio
Returns: 05/06 34.77%* 06/07 34.60%* 2007 20.18%*
A blue chip portfolio selected from the ASX50, using value investment strategies and focussed on delivering superior income and capital growth over the medium to long term.
To learn how you can invest in our 'Winning by Design' portfolios contact our Portfolio Consultant Daniel Hicks on 613 8080 5788.
Alternatively join us for an Economic Update run by our Chief Investment Officer, Ted Szkuta and General Manager, Patrick Nelson
*The returns listed are returns that have been achieved by Ted’s own investments in Australian equities and are past performance indicators only. Past performance is not a reliable indicator of future performance.
Historical results are no guarantee of future returns. Investments are not guaranteed and may decrease in value, depending on market conditions.