Growth Portfolio

This portfolio was constructed to provide a long-term capital return in excess of the IMA Active Managed Sector.

This objective is achieved by using a diverse investment approach across a variety of geographical regions and industrial sectors exchanging a higher level of risk with the potential for a greater rate of return.

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:

Cautious portfolio

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.

Cautious

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.

Balanced

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.

Ethical