Goodwin Performance
 
 
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PERFORMANCE vs. Comparative Global Benchmark
 
GoodWin Asset Management has outperformed the Comparative Global Benchmark index consistently since inception and has managed to not only preserve but also appreciate the capital of the clients even during the downtrend in the global capital markets. In other words, the Client did NOT LOSE the capital he/she has invested with GoodWin but also INCREASED THE PRINCIPLE IN VALUE BY 4.34%.
 
Quaterly Performance - GoodWin vs S&P 500
   
 
Performance to see the table showing the appreciation of $1,000,000 invested in GoodWin Asset Management versus the Benchmark in dollar terms.
   
 
This graph is mainly a representation of clients invested 95% in equity markets, which is subject to huge gyrations and an allowance of 5% in cash to make use of opportunities in the market. For those clients whose individual risk-return profiles demand exposure to fixed income and a portion of their overall portfolio is invested in government and high-quality corporate bonds, suitable benchmarks from the Lehman Global Family of Indices are used as benchmarks. **The comparative benchmark is comprised of US Broader market index for blue chips S&P 500: 45%, MSCI- EAFE+ Canada: 40%, MSCI- BRIC: 10% and U.S. Treasury Bills: 5%.
   
 
  GoodWin's conservative style of management coupled with strong global investment research has contributed greatly to this effect. Risk management techniques and broad diversification across sectors and markets has facilitated GoodWin in overcoming turbulent times in the markets over the last seven years.
   
 
The Graph above shows the growth of assets invested with GoodWin over the last seven years when compared with investing in the broader market index S&P500, selected developed markets and emerging markets during the same period. The period used for the calculation is between May 2002 and May-2012.
   
 
The returns calculated are not net of fees. Accounts smaller than $500,000 are assessed fees of 1.25% each year, and a smaller percentage of as low as 0.30% is applied to larger accounts. Returns have been calculated on a time-weighted basis, showing a clear picture of the Portfolio Manager’s performance without being affected by the inflows and outflows of assets into and out of the portfolio. 
   
 
The Performance graph clearly shows that assets invested with GoodWin Asset Management have appreciated over 4.34% for the same period when compared to a depreciation of (25.23%)% invested in the Benchmark index.
 
Past Performance is not a reference to future Performance results.
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