Future Focused Growth Portfolio
This portfolio is designed to provide a long-term capital return in excess of the IMA Flexible Retail Sector with an additional objective to invest into funds with a focus on strong social, environmental or governance principles .
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.
Other Future Focused portfolios types:
Future Focused Cautious
This portfolio is suitable for the lower risk investors who are keen to invest ethically. This portfolio invests in a mix of fixed interest and equity to generate a return balanced between the two types of asset.
Future Focused CautiousFuture 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