Cautious Portfolio

This portfolio is designed to provide a long-term capital return in excess of the IMA 20-60% Equities Sector.

The objective is achieved by using a balanced investment approach gaining exposure to a number of different asset types including shares and bonds, primarily in the UK, with a focus on Blue chip, higher rated instruments.

The performance of all funds in your portfolio is constantly monitored and formally reviewed on a quarterly basis by an investment committee.

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Other portfolios types:

Balanced portfolio

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.


Growth portfolio

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.


Defensive Income

A cautiously-minded portfolio designed to produce a steady level of income by investing into government and corporate bonds as well as blue chip equity.

Defensive Income

High Income portfolio

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.

High Income

Ethical portfolio

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, gaining exposure to a number of different asset types.