SHEPPARD DAVIES
ASSET MANAGEMENT

SHEPPARD DAVIES TRACK RECORD

As an indication of our credentials and track record, our main recommendations over the last five years have been as follows:

 

STRATEGY	FUND	Recommended	Position in sector
High Income	Invesco Perpetual Monthly Income Plus	March 02	1/20
Multi Manager	IIMIA Accelerated	April 03	5/79
Aggressive	Neptune Global Alpha	November 05	1/54

 

The above data is based on the date the fund was first identified as an attractive investment and subsequently recommended. Morningstar up to 1/5/07.