Defensive Income Portfolio

To provide a stable level of income and protect the nominal capital invested.

This is achieved by using a cautious investment approach primarily focused on UK government and corporate bonds with limited exposure to equities to provide a degree of inflation-proofing.

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

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.

Growth

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