Enhanced Fund Management
Utilising research conducted by academics in the US and the UK, Lyndhurst developed Prime Fund Management, “Prime”, as a response to the severe drawdown in asset prices during 2008.
Prime is a proprietary trading system based on specific moving averages with judgemental overlay, the research showing that long term returns may be enhanced and volatility reduced by around a third by adopting this strategy.
We will build a bespoke investment portfolio for you based on your attitude to risk, from 1 to 10, our asset allocation model and the Prime Fund Pick List.
Each week the funds within your portfolio are monitored against a specific moving average, if the fund price dips below its moving average we will email you recommending the fund be sold with the proceeds held in cash or cash-like instruments
Similarly, when the fund price moves up through its moving average we will email you recommending re-investment or buy.
At the beginning of each month we will send you a market commentary outlining the trends that are impacting on your portfolio.
You will be able to view and value your prime portfolio 24/7 online.