Designed for the lower risk investor, this portfolio invests in a mix of fixed interest and equity to generate a return balanced between the two types of asset.
Whilst remaining largely centred on the UK this portfolio includes elements of developed and emerging market equity with a view to producing a higher level of return.
Investing into a range of geographic regions and asset classes this portfolio has a focus on higher risk assets making it suitable for investors willing to take on more risk for higher potential gain.
Future Focused Cautious
This portfolio is suitable for the lower risk investors who are keen to invest ethically. This portfolio invests in a mix of fixed interest and equity to generate a return balanced between the two types of asset.
Future Focused Balanced
This portfolio has an overriding ethical bias and suitable funds are identified by applying a filter to identify those that meet our strict ethical criteria. The portfolio uses a balanced investment approach, including elements of developed and emerging market equity with a view to producing a higher level of return.
Future Focused Growth
This portfolio is suitable for those clients who are willing to accept higher short-term volatility in exchange for the potential of greater returns over the longer term. The portfolio invests into a broad range of geographic regions and asset classes to tap into the most profitable areas of the global economy.
A cautiously-minded portfolio designed to produce a steady level of income by investing into government and corporate bonds as well as limited amounts of blue chip equity.
This portfolio is constructed to produce a higher level of income and growth by investing into corporate bonds as well as UK and international equity income.
Other financial tools:
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
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