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Autumn Newsletter 2013

Autumn Newsletter 2013

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My summer newsletter for portfolio updates and investment opportunities. Aimed for future growth with separate, distinct strategies.

For example:
Funds aiming for 6~9% return
Funds aiming for 10~15%+ return
Gold and precious metals
Individual Shares and Exchange Traded Funds (ETF’s)
Crude Oil and How to Take Advantage of it
The Dow Jones Industrial Average and the S&P 500
Private Healthcare vs. Japanese National Insurance
My summer newsletter for portfolio updates and investment opportunities. Aimed for future growth with separate, distinct strategies.

For example:
Funds aiming for 6~9% return
Funds aiming for 10~15%+ return
Gold and precious metals
Individual Shares and Exchange Traded Funds (ETF’s)
Crude Oil and How to Take Advantage of it
The Dow Jones Industrial Average and the S&P 500
Private Healthcare vs. Japanese National Insurance

More info:

Categories:Types, Research
Published by: Jason Manuel De Herrera on Sep 09, 2013
Copyright:Attribution Non-commercial

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05/08/2014

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Autumn 2013 Newsletter
When it comes to building an investment portfolio there are a few golden rules: know what you want toachieve; research thoroughly before committing any money; and avoid the temptation to risk every penny on just one area of the market. Concentration is Ok but don’t marry the position be ready to sell.If the past few years have taught us anything it's that there are no guarantees of investment success, soensuring you have a diversified spread of assets is essential to reduce your overall level of risk. A well-constructed portfolio should be diversified in a variety of ways, including overall investment style, number of individual asset classes, spread of geographical allocation and the approach of the fund manager.The best way to start investing is through some planning and preparation. Here are five easy steps to get youonto the road to investing.
Step 1: Define your goals.
 Setting clear goals with achievable targets is the first step in the planning process. For example, 'I want toretire at 60 with an after tax income of $50,000 which will last at least 25 years'.
Step 2: Educate yourself and understand the investment basics.
 The main things you need to get to grips with are the different asset classes (i.e. local and global shares, property and fixed interest) and how they perform, the relationship between risk and return, and whydiversification is something you should consider. Start by reading the financial press and look for moreinformation on our website.
Step 3: Check your investment strategy options.
 There are quite a few strategies that you can use to build wealth and achieve your goals faster - starting aregular investment plan, investing for growth and re-investing distributions are just three examples.
Step 4: Decide if you need professional help.
 Keeping up with changes to tax, superannuation regulations, market movements and tracking investment performance can be a bit of a minefield. We believe that working with a financial planner can help youachieve your financial goals.
Step 5: Start investing.
  No matter how much time you spend considering your strategies, watching the stock markets or planningwhich funds to put your money into, until you place those investments they can't start working for you.Planning is good, but also action!Copyright(C) 2013 Banner Financial Services Japan K.K. All Rights Reserved.
 
Funds aiming for 6~9% return
Coral Student Portfolio
The Coral Student Portfolio offers investors the opportunity to participate in the growing sector of StudentAccommodation. The Fund invests in a range of established UK schemes and providers and is also positioned to benefit from emerging opportunities in select international centers. By spreading investmentacross several specialist providers, it removes single operator risk and can shift emphasis to developinggeographic trends. The Coral Student Portfolio launched in March 2009 and is an EU Fund, domiciled and regulated by the CSSF, in Luxembourg.Key Highlights of the Student Portfolio Include:
 
Spread of Provider Risk - Reduces provider risk by offering exposure to over 33,000 beds in 90 sitesin 27 towns and cities across the UK and Internationally – more than any other fund 
 
Contemporary Focus – High concentration in key university locations in Scotland, London and Russell Group higher education institutions
 
Independent Investment Advisers – The Fund has engaged leading independent advisers includingCBRE, which is authorized by the FCA
 
Liquidity – Topical, managed liquidity policy
 
Regulation and Governance- Robustly EU-regulated in Luxembourg with independentadministration and custody
 
Availability - the Coral Student Portfolio is readily available through most leading Life CompanyPortfolio Bonds and selected platformsIn an evolving UK higher education landscape, Coral’s ability to move with the market will becomeessential while the sector’s enduring fundamentals provide positive indications for continuing investor returns; skill, flexibility and liquidity, which are key components of Coral’s proposition, will become of growing importance.Coral Student Portfolio Fund Fact Sheet Coral Student Portfolio Underlying Fund Information 
The Rudolf Wolff Income Fund
In today’s investment climate, there are a number of pressing concerns facing investors who are seekingincome: historically low dividend yields, lowest ever interest rates, falling real estate yields and uncertain bond markets.In response to these concerns, in 2011 Rudolf Wolff launched the Income Fund (the “Fund”), targeting 7%gross per annum.The Fund invests in a weighted portfolio of income bearing financial instruments, including PermanentInterest Bearing Shares (“PIBS”) issued by UK building societies, preference shares and debt instrumentsissued by bank and insurance/assurance groups, as well as general corporate debt.The Fund is designed to produce an attractive rate of income whilst maintaining the underlying asset valueof investment. It may possibly suit those of your clients who are looking for higher returns than are currently being offered by standard building society accounts or bank deposit accounts.The income is distributed semi-annually, at the end of March and September. Investors may elect to have theincome reinvested.The Rudolf Wolff Income Fund Fact Sheet The Rudolf Wolff Income Fund Presentation Copyright(C) 2013 Banner Financial Services Japan K.K. All Rights Reserved.
 
US Investing withthe World’s Original
Hedge Fund
A
s an investor, do you worry about the QE-laced stock rally continuing, given the threat of QE withdrawal?And as an expatriate American investor, withrestrictions on investing at home, are you wary of investing offshore, particularly with the real prospect of FATCAimplementation?A.W. Jones is a fund that addresses both dilemmas. It’s anonshore US fund with onshore US tax reporting that will acceptUS nationals who are resident abroad. And it’s equity long/short:positioned to benefit from up moves in the markets but withdownside protection of, on average, 50 percent through shorts.The fund has returned close on 2,000 percent since its inceptionas a fund of funds in June 1984.Additionally, there’s a non-US version for non-Americans.Here’s a comparison with the S&P 500 index since June 1984,the fund’s inception in its current fund-of-funds structure:
SPXA.W. Jones
 toal pefomance 1985–2012652.78%1,962.72%Bull pefomance 19871999406.70%503.37%Beapefomance 20002012-3.06%84.77%
(reasons fo he choice of bull yeas: he las bull make saed in 1982, ageed,bu he numbe of compleed bea yeas fom 2000 on ae 13 in oal, so fo a faicompaison, he las 13 yeas of he pio bull make have been chosen.)
What emerges from these statistics is that the downsideprotection does not hamper the fund’s capacity to make money.Not only has the fund trounced the index outright, while offeringdownside protection and lower volatility, it has also outperformedby far in a decade and counting that has been essentially sideways.Looking at the bad years—those years that can wreck an investor’sportfolio, as well as their nerve—we can see the diminution of risk:
SPXA.W. Jones
19872.03%5.64%2001-13.04%-13.17%2002-23.49%-4.66%2008-38.47%-22.45%
The years 2002 and 2008 were not pleasant, but the damagewas greatly ameliorated by the fund. As you can see from thechart, 2008 was not good, but it was considerably better incomparison. The 84.77 percent return between 2000 and 2012shows a sheer outperformance of a flat-lining index.An 11.2 percent compound annual return since inceptionas a fund of funds puts A.W. Jones among the top performingglobal long/short equity funds of funds. With its proven defensivecapability, it limits your risk, without limiting your returns. Andas it’s an onshore US entity, you won’t be stumped on how to filewhen tax season comes along.For the non-US clone, of course, non-US investors are notrequired to file a US tax return on the investment.Information on this well-performing but risk-controlling fundis available from Banner Japan K.K.
o
The firm was founded by Alfred Winslow Jones in 1949 andis generally regarded as the world’s first hedge fund. It gradually evolved into one of the first fund of funds, which is its structuretoday. A.W. Jones has remained family controlled since inception(Portfolio Manager Robert L Burch, IV is Alfred Jones’ grandson)and has operated under the same proven long/short equity investment philosophy throughout its history.Now in its seventh decade, the firm remains focused on achievingsuperior returns for its investors with the lower market risk inherent in the Jones-model strategy of hedged equity investments.The fund is currently invested in 20 managers and has morethan $330 million under management. It often invests early innew emerging managers and grows with them over time, so thatat any point in time the portfolio consists of a mix of smaller,emerging managers and larger, more established ones.The fund has allocations to Lone Pine, Viking, Pershing Square,Tiger Global, Bridger Capital (Swiftcurrent Fund), Greenlight,Samlyn, Wellington (Bay Pond) and others. With the likes of LonePine, Tiger Global, Pershing Square and Samlyn, A.W. Jones wasa day-one investor. As a day-one or early investor, the fund oftenenjoys beneficial fee terms and continued access, even where thefunds are closed to new investors.
Banner Financial Services Japan K.K.www.bannerjapan.cominfo@bannerjapan.com

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