SPA3 RESULTS

Share Wealth Systems has been mechanically trading a model portfolio on the ASX since the 25/01/01 called Share Wealth Systems Public Portfolio 1. This portfolio was originally entered into a 12 month trading contest with personal investor magazine.

SPA3 went on to win the competition and returned 29% compounded in the same period the ALL ORDS did 4.3%.

The mechanical returns have been impressive to say the least returning 21.76% compounded per annum compared to the ALL ORDS 0.48% from the 25th of January 2001 until the 19th of February 2009.

This out-performance has continued in both good and bad markets give SPA3 the EDGE to out-perform the market.
SPA3’ past results have been independently checked by a third party accounting firm.

Past performance is no guarantee of future performance. The Share Wealth Systems model portfolio results will differ from the funds performance due to the funds trading plan, capital allocation, liquidity risk and planned open positions.