Guardian-Trust.net
Investment Stategy Overview
Guardian Trust recognizes the importance of asset allocation. Our three funds Dividend Value Fund, Diversified Growth Fund and Premium Income Fund are designed to show a balance of all three asset classes - value, growth and fixed income.
Guardian Trust's investment strategy is to identify infrastructure investment opportunities that arise both in Australia and internationally and to optimise those assets when they are integrated into the portfolio. All investments are subject to rigorous due diligence and analysis, with each investment opportunity examined on its merits against the following key investment criteria:
Strategic - the asset is essential infrastructure, eg key economic transport facilities such as port or rail networks, energy distribution and transmission assets and power generation assets
Security Holder Wealth - the acquisition price, earnings and funding structure of the investment are expected to contribute positively to securityholder wealth
Appropriate Risk/Return - including strong asset quality and condition, proven management, acceptable market and regulatory risks, sound long-term contractual arrangements, demand for services and attractive returns with prospects for growth, that are commensurate with the risks accepted.
Ability to Optimise Capital Structure - ensuring appropriate leverage to accommodate the investment risk profile and optimise returns to security holders.
Plans:
Dividend Value Fund
Account description A fixed rate fund designed for entry level customers who wish to examine our system but at the same time invest with guidance from experienced financial professionals.
Investment products include Stocks, Bonds, Mutual Funds, Exchange-Traded Funds, Options, IPOs, UITs, Annuities, Foreign Securities
Minimum / Maximum portfolio size $1-$99
Rates 8.24% Plus 100% Principal Return
Term 24 Hours
Schedule Interest and Principal can be withdrawn to E-Currency after term of 24 hours
Commissions, Fees and Penalties None
Diversified Growth Fund
Account description A variable rate fund designed for customers who wish to leverage an agressive daily return and invest with guidance from experienced financial professionals.
Investment products include Stocks, Bonds, Mutual Funds, Exchange-Traded Funds, Options, IPOs, UITs, Annuities, Foreign Securities
Minimum / Maximum portfolio size $10-$10,000
Rates
Principal Daily Return
$10-$500 29.68%
$501-$1000 30.68%
$1001-$2000 31.68%
$2001-$3000 32.68%
$3001-$5000 34.27%
$5001-$7000 36.29%
$7001-$10,000 38.31%
Term 5 Days - Interest Paid daily and includes Principal
Schedule Interest paid daily and includes principal. Daily interst can be withdrawn to E-Currency
Commissions, Fees and Penalties Non
Premium Income Fund
Account description A variable rate fund designed for customers who wish to leverage an agressive return after a fixed term and invest with guidance from experienced financial professionals.
Investment products include Stocks, Bonds, Mutual Funds, Exchange-Traded Funds, Options, IPOs, UITs, Annuities, Foreign Securities
Minimum / Maximum portfolio size $10-$10,000
Rates
Principal 5 Day Return
$10-$500 165%
$501-$1000 175%
$1001-$2000 185%
$2001-$3000 195%
$3001-$5000 205%
$5001-$7000 215%
$7001-$10,000 225%
Term 5 Days - Interest Paid after 5 days and includes Principal
Schedule Interest which includes Principal can be withdrawn to E-Currency after term of 5 days
Commissions, Fees and Penalties None
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Best AutoSurf Program (Paying) 
Invest-n-Surf (8% for 15 Days (120%)
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Last edited by kojoman; 01-22-2007 at 09:27 PM.
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