Case Study – Frasers Ctrpt Trust Investment Returns
By CS Jacky - 360 Wealth Management  •  December 6, 2017
Changi City Point

My experience with Frasers Centrepoint Trust (FCT) since 2013 has been a fruitful one. It may be timely now to review what is the actual return.

For an investment with cash dividends at different dates, plus my several purchases, IRR is a suitable measurement  as it takes into account actual out and inflow of cash.

FCT Share Price Performance since May 2013


In this period, FCT's highest price was around $2.35 in May 2013. It dropped 30% to around $1.65 in early 2014, due to initial news on Fed's tapering of QE. Subsequently, it had major drop in 4Q 2015 (around 17%) and 4Q 2016 (around 14%).

Actual IRR Based on Actual Lump Sum Investments
I bought 3 batches of FCT in Sept 2013, Oct 2013, and Oct 2014, and have been holding them till now with no sales.

Here is a screenshot of the ......
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By CS Jacky - 360 Wealth Management
MAS dual-licensed stock remisier and financial adviser with Phillip Securities. Graduated with a Bachelor of Business Administration (Finance) from NUS. Bought first stock at the age of 22 and had been regularly investing in stock market since 2010. Select strong companies with good prospect trading at low valuation using a unique blend of fundamental, portfolio and technical analysis. Also invest in REITs for regular dividends.
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