Simulation

 

Invest in a FTSE 100 ETF (Exchange Traded Fund), and use IndexMath signals to outperform a simple buy and hold strategy.

 

Fund = iShares Core FTSE 100 UCITS ETF (Dist)

Investment Amount = (GBP) £10,000/£100,000

Investment Period = 21st October, 2014 to 10th October, 2017

 


Buy and Hold Strategy


Invest £10,000 on 21st October, 2014.

Sell investment on 10th October, 2017.

Investment Value (on 10th October, 2017) = £12,978.30.

 

Investing £100,000 as above.

Investment Value (on 10th October, 2017) = £129,993.45.

 


Buy and Sell on IndexMath Signals (buy/sell on next trading day after up/down signal announced)


Invest £10,000 on 21st October, 2014. Sell on 29th May, 2015.

Buy on 29th September, 2015 (reinvesting initial investment and profits). Sell on 29th October, 2015.

Buy on 16th June, 2016 (reinvesting initial investment and profits). Sell on 17th June, 2017.

Buy again on 15th September, 2017 (reinvesting initial investment and profits). Sell on 10th October, 2017.

Investment Value (on 10th October, 2017) = £16,439.24.

 

Investing £100,000 as above.

Investment Value (on 10th October, 2017) = £165,348.63.

 

 


Graphical Representation – £100,000 Investment in the iShares Core FTSE 100 UCITS ETF (Dist)


 

(Simulations carried out on justETF.com. Simulations based on buying/selling the ETF at its Net Asset Value (NAV). Simulations assume a £10 charge on each trade. Any tax payable on dividends are not included in the simulations. Any interest earned on funds (when not invested in the ETF) are also not included. The iShares Core FTSE 100 UCITS ETF (Dist) has a total expense ratio 0.07%, and has a long-only strategy. The simulations presented above are for information purposes only. These trades have not actually been executed, thus the results shown have not accounted for market factors, such as lack of liquidity, that could affect returns.  Many other ETF’s are available. Always conduct your own research. Investors should never invest money that they cannot afford to lose, or invest in investment vehicles that they do not understand.)