“the portfolio monitor is not entirely accurate as in the past I have seperately looked up the values of stocks listed or managed funds which have differed but it is a convenient indication”
“A well credentialed team, with a pedigree of picking trends in the macroeconomic environment. I would like to see more feedback to investors as to the rationale of the investment composition with some predictions and perhaps a newsletter explaining what to expect.”
“I use the ''Portfolio Investment'' section of InvestSMART and find it a reliable tool. I would use some of teh other publications but they are simply way out of my price range. Marcus Today would be a similiar product burt again out of my price range.”
“Knowledgeable investment management. Reasonable fees offering good value for money.
Recent communication around international investment could be improved with more frequent updates.”
