Future Focused Cautious Portfolio

This portfolio is designed to provide a long-term capital return in excess of the IMA 20-60% Equities Retail Sector with an additional objective to invest into funds with a focus on strong social, environmental or governance principles.

The objective is achieved by using a balanced investment approach gaining exposure to a number of different asset types including shares and bonds, 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 Future Focused portfolios types:

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 Balanced

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.

Future Focused Growth