For investors seeking to produce an income from their investments, together with prospects for capital growth over the longer term, we offer four investment portfolios, which are risk-rated.
Each portfolio is actively managed with a mix of high quality funds across different asset classes, designed to deliver the best possible performance returns.
Cautious
This portfolio is designed to produce an attractive level of income, and some prospects for capital appreciation over the longer term, with low to medium levels of investment risk. This portfolio largely invests in Corporate Bonds and other fixed interest securities, Cash, Equities and infrastructure. The portfolio will be invested in both active and passively managed funds to provide a cost effective solution. The portfolio is designed to avoid volatility where possible. Up to 20% of the portfolio by weight is invested in Equities.
Defensive Income
This portfolio is designed to provide an attractive level of income, and some prospects for capital appreciation over the longer term, with low to medium levels of investment risk. The portfolio invests in 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 Income
This portfolio is designed to provide an attractive level of income, and some prospects for capital appreciation over the longer term, with medium levels of investment risk. The portfolio invests in 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 Income
This portfolio is designed to provide an attractive level of income, and prospects for capital appreciation over the longer term, with medium to high levels of investment risk. The portfolio invests in 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.
