• Financial & Investment Management Group
  • Tuesday, January 06, 2009
 
 

Yield Income

Our Yield Income strategy is for investors seeking tax efficient total return investment solutions with a goal of positive consistent returns over rolling 3 to 4 year periods. It is designed to serve as a total investment solution for investors with a low risk tolerance and moderate projected cash flow needs.

As with all of our strategies, our Yield Income strategy is managed for total returns from an actively managed, global, diversified portfolio of equity and fixed income investments.

 
Average Annual Returns (as of 12/31/2007)
1-yr 3-yr 5-yr 10-yr
5.16%6.67% 9.67% 8.33%
Cumulative Total Returns (as of 12/31/2007)
1-yr 3-yr 5-yr 10-yr
5.16% 21.36% 58.68% 122.59%
 
Calendar Year Returns (as of 12/31/2007)
'98 '99 '00 '01 '02 '03 '04 '05 '06 '07
5.54% 0.62% 7.26% 23.08% 0.06% 20.54% 8.47% 4.08% 10.88% 5.16%

Performance data quoted represents past performance and does not guarantee future results. Investment return and the principal value of an investment will fluctuate. Current portfolio may be lower or higher than the performance quoted. Please refer below for our full disclosure.

 

  1. The performance data shown above represents the past performance of the firm's different risk tolerances. These figures have not been audited or otherwise reviewed by an accountant or third party. Also, this data presentation does not conform to the Association for Investment Management and Research Performance Presentation Standards

  2. The accounts used in these calculations were entered into the calculations when the account value reached $150,000. The account stayed in the calculations until the account value dropped below $125,000. Accounts reentered calculations when the value again reached $150,000

  3. Performance returns were time-weighted monthly, and all trading commissions and management fees were deducted when calculating the returns. All portfolios had dividends and other earnings reinvested.

  4. The portfolios selected were categorized by objective based upon the risk tolerance category expressed by a client. The portfolios include all discretionary trades. The accounts used also did not include unmanaged assets, annuities or limited partnerships in the calculations.

  5. Clients having portfolios containing tax, client imposed or other restrictions would have had higher or lower returns than those expressed above.

  6. The figures shown above were calculated during a period when US stock prices were generally rising prior to March 2000 and generally declining subsequently.

  7. Portfolios managed by the firm can experience losses, as well as profits. Therefore, the figures shown above should not be considered as a guarantee of future gains or as a limitation on potential loss.

  8. During the periods covered, other advisory firms have joined FIMG. The performance of accounts brought under FIMG's management are included in FIMG sample performance beginning in the first full quarter after which those portfolios have been fully converted to FIMG selected securities.

  9. Any questions regarding the compilation or composition of this data may be brought to the attention of FIMG at 800-632-5528, 888-243-8220, or 888-33-TRUST

  10. Portfolios are managed by the FIMG portfolio management team. Paul Sutherland has been the Chief Investment Officer and lead portfolio manager since 1984

 
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