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Charter Core Global Equity Account Global Investing Made Easy
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Page 1: Charter Trust Core Global Equity Account

Charter Core Global Equity Account

Global Investing Made Easy

Page 2: Charter Trust Core Global Equity Account

Want to get started investing, but don’t know where to begin?

• There are lots of complex issues:– Economic fundamentals

– Market valuation

– Diversification

– Earnings reports

Page 3: Charter Trust Core Global Equity Account

This is why we created the Charter Core Global Equity account.

• Actively managed

• Thousands of underlying securities

• Invested around the world

Page 4: Charter Trust Core Global Equity Account

Worried about the risk?

• By combining different investments, the variation is much less.

Page 5: Charter Trust Core Global Equity Account

How much does this cost?• With a minimum fee of $200, our customized

account is designed to be affordable for modest investors.

• That’s a lot less than the average equity mutual fund, which charges about 1.5%

Page 6: Charter Trust Core Global Equity Account

How has the account performed?

• This depends on when you start, but the account beats the market most of the time.

Page 7: Charter Trust Core Global Equity Account

How can you find out more?

• Call Charter Trust at (603) 224-1350, or send an email to [email protected].