Reeves Independent Weekly Investment Report 13/05/11 - 20/05/11

Following our weekly investment presentation where we take a look at all the different factors worldwide that may have an affect on the markets, we have outlined the three main points that came out of the meeting;-

Fund of the Week

Last weeks best performing fund came from our “Aggressive Portfolio”. The “IShares FTSE/NAREIT US Property Yield income” fund returned 1.28% in just a week. As the name suggests, this fund invests in US property markets and over the last eighteen months has out-performed against North American Property. Is this an insight of things to come or an anomalous result? As we build our latest portfolios this is a question to be addressed.

Cautious Portfolio

It was an outstanding week for our “Cautious Portfolio”, with all twelve funds returning positive results. This means that over the last month our Cautious Portfolio has seen an average return of 2.02%. The objective for our Cautious Portfolio is to produce higher returns than cash. As you can see from the figures our Cautious funds produced higher returns this month than deposit accounts can, some of which only see interest of 2% in a year.

Japanese Recession

News came out on Thursday 19.05.2011 that Japan’s economy had slipped back into recession. This is the third time Japan has been hit by recession within the last decade and can be distinctly linked to the effects of the earthquake and the consequential tsunami and nuclear crisis. These three combined, as expected, has had an impact on the Japanese output in the first quarter of 2011. How much will this continue throughout quarter two?

These subjects are just a small part of this weeks considerations.  Events over the last few months and thoughts on what could be happening in these and other sectors will have to be taken into account when we choose our funds for the up coming version 7 portfolios.

If you would like to have a review of your investment portfolio or you would like to know more about our WRAP portfolio management service then contact us on 0871 271 1280 or e-mail info@reevesifa.com

Case Study - But I don't have any Investments!

Recently I contacted a client as part of the review process at Reeves Independent. This particular client was 65 years of age, retired and drawing an income from their private pension. I said to them I want to come and talk to them about their investments - their response was "but I don't have any investments". This is a very frequent response, but after a thorough inspection it is often not the case.

What investments did they have?

After sitting down with them we discovered that they had over 150k in various endowments, cash ISA's, Stock & Shares ISA's & investment Bonds. The problem was that their investments were all over the place and they had no idea what they actually had - this a very common occurence amongst clients and prospective clients.

So what did we do for them?

Following a full review of the situation we decided the best option was to bring all of their money into one manageable pot into what is called a WRAP. To read about WRAPS and the benefits of them click the following http://reevesifa.blogspot.com/2011/04/wraps-take-control-of-your-investments.html

Effectively what this case study highlights is that a large number of people have no idea what investments they actually have, and therefore can't achieve the greatest returns possible. Are you one of these people? Do you want to take control of your investments?

If you would like to have a review of your investment portfolio or you would like to know more about our WRAP portfolio management service then contact us on 0871 271 1280 or e-mail info@reevesifa.com

Reeves Independent's Fund Report 22/04/11 - 29/04/11

Last week was excellent for Reeves Independents Investment Portfolios, with all but three of our 30 funds experiencing growth. The stand out performer was the “iShares FTSE EPRA/NAREIT US Property Yield Inc” within our aggressive portfolio, which had a growth of 2.54%. This fund has experienced over 55% growth over the last two and a half years and has consistently been producing superior gains than the majority of other funds within the North American Property Market.

The Balanced Portfolio was the portfolio to be in last week, as all its funds produced positive returns, with an average growth of 1.42% in a week. Additionally this means the balanced portfolio has returned a very healthy 2.19% increase within the last month.

Furthermore 11 out of the 12 Cautious funds produced positive results. The Cautious Portfolio as is expected didn’t return as much as our other portfolios but it still averaged a positibe 0.66% growth in just a week.


If you would like to know more about any of our funds or our portfolio management service then contact us on 0871 271 1280 or e-mail info@reevesifa.com

Please see risk warnings on the right hand side!