Private Client Funds Management

Returns

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The returns we achieve for our clients speak for themselves. Pacific Wealth Creators is pleased to announce an average client portfolio return of 7.2% for the year ending March 31st 2018. Historically, returns have also been strong, delivering an average of 10.2% for our clients over the past 16 years.

Interest rates are low in the current environment so investing in quality equities, such as those handpicked by Pacific Wealth Creators, makes good sense and should produce better results over the long-term.

Our record of consistently outperforming the market can be attributed to our value investing approach, discipline and the quality of our in-house research. We avoid excessive diversification because it increases costs. This is one of the strategies we employ to keep fees down wherever possible.

Pacific Wealth Creators considers that investing should become a life-long activity. With a focus on the longer term, market fluctuations and adverse economic events become less of a worry. 

Talk with James Clague to learn how Pacific Wealth Creators can help safeguard and grow your wealth. 

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RETURNS ANNOUNCEMENTS

Date

Type

Description

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24/4/19

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2019

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24/4/18

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2018

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2/5/17

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2017

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20/12/16

Media Release

Pumpkin Patch - Failed Retailing Basics

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29/4/16

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2016

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8/12/15

Announcement

Pacific Wealth Creators granted a DIMS License by the Financial Markets Authority

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23/4/15

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2015

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17/10/14

Returns Announcement

Pacific Wealth Creators releases portfolio return data for half year to 30 September 2014

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22/4/14

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2014

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25/4/13

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2013

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27/4/12

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2012

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25/4/11

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2011

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16/4/10

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2010

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29/4/09

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2009

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30/4/08

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2008

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30/4/07

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2007

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20/4/06

Returns Announcement

Pacific Wealth Creators releases portfolio return data for year to 31 March 2006

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Make investing a lifelong habit. Along with exercise and a good night's sleep, you'll reap the benefits in years to come. 


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