INVEST WITH ACORN

Now, more than ever, our clients are looking for stable investments with a track record to maximise returns.

Traditional institutions like Banks, the Post Office and even the Credit Unions are no longer offering returns to even match inflation.

We, as Independent Financial Brokers are not only deposit takers but we also offer access to all types of investment funds, share purchases, tax efficient EIIS Schemes and products with capital protection.

Below are some of the funds we have recommended to our clients over the years:

Top Tech 100

This fund has been around for over 15 years and gives investors the ability to participate in the performance of some of the world’s largest non-financial companies.

Information Technology companies make up a significant proportion of this fund.

Performance from this fund has meant that our clients have benefited from the following growth:

Past performance as of 31/10/2022 :

Average performance over the past 20 years has been 13% per annum
Average performance over the past 15 years has been 14.5% per annum
Average performance over the past 10 years has been 19.2% per annum
Average performance over the past 5 years has been 16.5% per annum

Warning: Past performance is not a reliable guide to future performance. Benefits may be affected by changes in currency exchange rates. The value of your investment may go down as well as up. If you invest in this product you may lose some or all of the money you invest

5 Star 5 Americas

Currently holding €99,334,962 in funds this has been a highly successful investment for our clients. The fund concentrates on the American region diversifying over 5 sectors with around 50 stocks held at any time. The fund may invest in Canada and Latin America.

This fund has a long pedigree with performance dating back over 15 years:

5 Star 5 Americas – fund been in operation for over 15 years
Average performance over the past 15 years has been 9.7% per annum
Average performance over the past 10 years has been 14.5% per annum
Average performance over the past 5 years has been 13.3% per annum

Global Smaller Companies Fund

Investing in smaller companies listed on the Global stock markets, this fund generally holds a concentrated portfolio of stocks and is actively managed by the investment team.

This fund opened to new business on 14th October 2013 and has averaged 13.4%pa growth since then.
15.7%pa each year for the past 5 years
12.5%pa each year for the past 3 years
25.7% in the last year

Aviva Stewardship Fund

The below document shows details of the Aviva Stewardship fund, this fund invests purely in ESG ranked companies (Environmental, Social and Governance), these are companies that lead the way in their attitude towards a socially conscious means of operation. Environmental criteria considers how a company performs as a steward of nature, Social criteria examines how it manages relationships with employees, suppliers, customers and the communities where the company operates and Governance deals with a company’s leadership, executive pay, audits, internal controls and shareholder rights.

These are admirable criteria to seek to in any investment and we believe that by investing in companies like this we are supporting the best in their chosen field and these are the businesses that are likely to excel into the future.

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There are also a full range of more cautious funds available, we offer a diverse range of funds from several fund management houses enabling us to offer you a mix of funds that fully matches your expectations.

We always start by asking you a series of questions, this allows us to evaluate your experience, expectations and general attitude to risk. Once we have helped you establish your risk tolerances, we can put together a portfolio of funds that will help you get the returns you expect while meeting the level of risk you are willing to take.

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