Growth Portfolio

This portfolio was constructed to provide a long-term capital return in excess of the IMA Flexible Retail 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 Capital Growth portfolio 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.


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.


Adventurous portfolio

Investing primarily in a basket of international equities and is suitable for clients seeking returns similar to global equity markets.