For investors seeking capital growth, we offer four risk-rated investment portfolios. Each portfolio is actively managed with a mix of high quality funds across different asset classes and is designed to deliver the best possible performance returns.
Passive
This portfolio is designed to provide growth over the longer term, with medium levels of investment risk, by investing in a blend of assets, which are largely passively invested. This ensures the portfolio is highly cost effective. Up to 65% of the portfolio by weight is invested in Equities.
Defensive Growth
This portfolio is designed to provide growth over the longer term, with low to medium levels of investment risk, by investing in Collective Investments holding a blend of UK Equities, Global Equities, Corporate Bonds and Infrastructure investments. The portfolio will be invested in both active and passively managed funds to provide a cost effective solution. Up to 35% of the portfolio by weight is invested in Equities.
Balanced Growth
This portfolio is designed to provide growth over the longer term, with medium levels of investment risk, by investing in Collective Investments holding a blend of UK Equities, Global Equities, Corporate Bonds and Infrastructure investments. The portfolio will be invested in both active and passively managed funds to provide a cost effective solution. Up to 65% of the portfolio by weight is invested in Equities.
Progressive Growth
This portfolio is designed to provide growth over the longer term, with medium to high levels of investment risk, by investing in Collective Investments holding a blend of UK Equities, Global Equities, Corporate Bonds and Infrastructure investments. The portfolio will be invested in both active and passively managed funds to provide a cost effective solution. Up to 85% of the portfolio by weight is invested in Equities.
Adventurous Portfolio
This portfolio is reserved for those investors who are prepared to take very high risks in order to obtain the potential for very substantial returns, although substantial falls in value may be equally as likely. Investment vehicles that fall within this category are likely to be available only through specialist investment houses and will normally require a considerable financial commitment from the investor. Examples of this type of investment would be an Emerging Markets funds.
