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Returns of 6.5% to 9% on Pensions and Investments

Sydney Charles is pleased to announce a very positive 12 month performance to 31st December 2012 of our Sydney Charles Retirement Annuity Trust Scheme ("RATS").  Our Discretionary Managed Portfolios all experienced positive returns across all strategies low, medium and hish risk).  The returns, net of all charges, ranged from 6.5% to 9% for the year.

Greg Gettings, Managing Director, commented that he was very pleased with the returns that Investec Wealth & Investments had been generating for our pension and investment clients over a sustained period. "We have been working with Investec Wealth & Investments for many years and have developed a tailored solution for our pension and investment clients that have delivered positive returns in both favourable and difficult market conditions. As well as the positive growth seen with all our pension and investment portfolios in 2012, we have already seen further growth of up to 5% in many of our portfolios since the start of 2013."

As well as investment solutions for pensions, Sydney Charles is able to create a tailored investment solution using a range of bespoke products and investment managers.

If you would like to find out more information on the pension and investment solutions offered by Sydney Charles, please either:

visit our website  www.sydneycharles.co.uk (LINK REQUIRED)

email us at         [email protected]  (LINK REQUIRED)

or telephone       01481 739970


To apply to join the Sydney Charles RATs please click here (LINK REQUIRED) for an application form.



Please note that the value of investments can go down as well as up, so you may get back less than you originally invested.

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