Edison Group, an international research and investor relations consultancy, has made its ‘Illuminator’ trading strategy available to retail investors through Thameside.co.uk, an execution-only investment platform offering managed portfolios to retail clients.
Edison Group, an international research and investor relations consultancy, has made its ‘Illuminator’ trading strategy available to retail investors through Thameside.co.uk, an execution-only investment platform offering managed portfolios to retail clients.The Illuminator strategy has delivered exceptional performance since its inception in 2008, up 1,170 per cent vs 88.55 per cent for the FTSE All-Share. Its 10Y performance is 621.1 per cent, higher than that of any UK equity fund. It is up 6.5 per cent YTD and is outperforming the broader market by 24 per cent. Since its inclusion within the Thameside.co.uk Model Portfolio Service, it has delivered a gross return of 23.11 per cent (13/05/2020-08/09/2020).
The Illuminator strategy identifies high-quality companies based on 10 key characteristics Edison considers essential for growth. Most of these considerations are captured and defined objectively, and relate to the quality of management, strength of business model, financing abilities, growth profile and ultimately valuation.
Utilising this highly successful strategy for the first time is Thameside.co.uk, a newly launched, execution-only investment platform offering three separate managed portfolios for retail clients. Retail investors can now access the Illuminator trading strategy through each of these three plans.
Thameside.co.uk is unique in the retail marketplace for offering a performance-based fee model as opposed to standard fixed annual management charges. It aims to simplify the investment experience to meet modern expectations of transparency, online accessibility, and ease of use.
Retail stockbrokers and investment platforms have reported record trading volumes during the pandemic along with strong new business numbers. ShareSoc, the UK Individual Shareholders’ Society, estimates that during March and April, 20 per cent of the trading volume in the FTSE All Share index came from retail shareholders – of which 60 per cent were buy orders.
Fraser Thorne, Founder and CEO, Edison Group, says: “We’re immensely proud of our high-performing Illuminator strategy and are delighted to have found the ideal partner to make it accessible to retail investors for the first time. Thameside’s value-driven investment philosophy and easy to use, streamlined digital platform is exactly what retail investors want, and I’m excited that they will now be able to access our Illuminator strategy, which has been refined to deliver exceptional performance over the past 12 years.”
Jon White, Founder and CEO, Thameside, says: “The Illuminator strategy is already benefitting our retail clients through its weighted inclusion in our three model portfolios, available through our execution-only platform Thameside.co.uk. These are performing well ahead of their respective target levels. The Thameside team is very excited to be partnering with Edison as we look to launch a new UCITS fund during Q4, specifically designed to deploy the Illuminator strategy and available to both our retail and institutional clients.”