Our portfolios

Everyone wants to maximise the growth on their investments and using a selection of well managed investment funds can often be the best solution.

Combining various styles and types of investments, a diversified portfolio can produce significantly better returns than those associated with interest rates offered from banks or building societies. The key to successful investment is in the time you give your money to grow and choosing the investment sectors and investment managers wisely.

Our investment service creates a number of risk graded portfolios for either growth or income.

The integral component of any wealth management proposition is how your investments are reviewed, should you elect to use our model portfolio service we will monitor the progress of each investment we recommend and we provide a quarterly update detailing the performance of the portfolios and make recommendations to alter funds where we feel it to be necessary.

Portfolio Questionnaire

By asking a series of questions about your investment time frame and your views on risk and return, this tool can help you to decide which of our portfolios is right for you.

Portfolio Questionnaire

Portfolio Types

We offer a range of portfolios suitable for clients looking for long-term growth or those focused on generating a sustainable income. We also offer a portfolio built around ethical considerations.

Portfolio Types

KIDs / KIIDs

Key Information Documents (KIDs) and Key Investor Information Documents (KIIDs) provide a summary of the important information relating to the individual funds which we use, including the costs and risks.

KIDs / KIIDs

The value of units can fall as well as rise, and you may not get back all of your original investment.