Switchmaster is a fund tracking system where active management can help you derive maximum growth potential from your investment plan.
The system, not unlike a ''robo advisor'', is designed to place you in the top-performing fund within your investment account. Many funds on a menu are never employed, which means you may not be unlocking the full growth potential of your plan.
Switchmaster is a computerized system which identifies the top performing fund on your investment account's menu over a rolling 6 month period, and then triggers a fund switch when it is surpassed by another. Thus, you are always positioned in the best performing fund (or least worst) provided you diligently follow the switch indicators.
Risk and reward are closely aligned and this system is not suitable for all investors due to its high volatility but may be considered for a small percentage within a portfolio. The results to date using Switchmaster with various investment accounts have been very impressive and the following are actual returns:-
|Company||Start Date||Total return||US Dow Jones Index|
|Generali International||22 Aug 2005||+121.05%||+89.86%|
|Zurich International - Vista||01 Apr 2005||+243.40%||+90.58%|
|Old Mutual International||01 Apr 2005||+297.02%||+90.37%|
|Friends Provident Int.||23 Mar 2005||+168.19%||+89.36%|
Past performance is no guide to the future and returns are not guaranteed. Please contact us for up-to-date statistics and current tracking funds. Figures up to December 2016.