Investonline funds have produced another solid outperformance to September 2014
For the 12 months to September 2014 our Aggressive, Moderate and Conservative portfolios grew 15.0%, 12.4% and 9.3% respectively resulting in outperforming the industry average by 0.9%, 1.5% and 1.7% respectively. For the past three years are average annual returns are 22.1%, 17.0% and 9.3% for our Aggressive, Moderate and Conservative portfolios respectively and producing an annual outperformance above the industry average of 2.9%, 2.8% and 0.9% respectively.
| IOL Portfolio Performances (%) | |||
| to September 2014 | 3 Months | 1 Year* | 3 Years* |
|---|---|---|---|
| Aggressive | 0.1 | 15.0 | 22.1 |
| Industry average | -1.3 | 14.1 | 19.2 |
| Outperformance | 1.4 | 0.9 | 2.9 |
| Moderate | 1.8 | 12.4 | 17.0 |
| Industry Average | 0.7 | 10.9 | 14.2 |
| Outperformance | 1.1 | 1.5 | 2.8 |
| Conservative | 2.6 | 9.3 | 9.3 |
| Industry Average | 0.8 | 7.5 | 8.5 |
| Outperformance | 1.9 | 1.7 | 0.9 |
Our proven track record of outperformance is just one of the top ten reasons to invest with Investonline. Check out 9 other reasons below:
Top reasons to invest with Investonline:
- Independent advice
We are not affiliated with any particular provider, which allows us to provide truly independent advice. We do not earn commission by choosing one product over another and will not try to sell you something that we truly and honestly believe is not the best product for you. Our independence means that we are able to provide best advice at all times. - Professional advice
Our directors each have +20 years of experience behind them and have worked at companies such as HSBC, Deutche Bank, Citigroup, and Nedbank. They have built up an in-depth knowledge of the fund managers and of the industry and have chosen a selection of funds which they believe are premium funds that should provide above average returns. - Lowest fees
At Investonline we charge a minimal 0.5% initial fee. Other traditional investment advice routes typically charge between 2% and 3% upfront. - Lowest annual advisor fee in the industry.
One of the key benefits of investing via our online platform is the much lower cost structure. This provides substantial savings compared with traditional investment advice routes. At just 0.5% p/a, our fee is the lowest in the industry and you wont find a better deal anywhere else. - Easy access to the top performing Unit Trusts
Through a choice of 50 premium branded unit trusts you have direct access to the top performing unit trusts. This has assisted our tailor made portfolio of unit trusts to consistently outperform the industry average. - Online convenience
Our online presence not only means that we can completely cut down fees, but that we have consultants who are always ready and available to chat to you and efficiently answer your emails and calls. You are able to transact (switch, withdraw and add) online at no additional fee and with your online account you can check your balance daily. - Client-focused
We pride ourselves in our personalised service which we provide to clients. We try to build our clients trust and confidence in us through offering excellent client service.“I was so impressed with Investonline that my family have all since made investments with Investonline” “It’s good to feel that your advisers have your interests at heart and that you not treated as a client number”You and your staff have consistently given your best. My dealings with Tracy and Gill have been excellent. Transactions / requests are executed efficiently and accurately. In many instances, despite your pressing schedule Rod, you have taken the time out to talk to me through the complexities of global markets. Coupled with the quick, informative emails which you have sent me from time to time I believe I am better informed than I have ever been. - We are associated with Allan Gray
Our custodians and administrators are Allan Gray. Allan Gray handles your money at all times and given their reputation you rest assured that your money is safe with them. In addition, we are a recommended Allan Gray Financial Advisor.
- Were almost famous!
We have featured in many articles on the web and in well known publications such as Business Day, Mail & Guardian, Personal Finance, Finweek, The Sunday Times, and have also featured on 702/Cape Talk Radio and have been interviewed on television on CNBC Africa.