Adventurous Portfolio

This portfolio was constructed to provide a long-term capital return in excess of the IA Global Retail Sector.

This objective is achieved by investing primarily in a basket of international equities and is suitable for clients seeking returns similar to global equity markets.

The performance of all funds in the portfolio is constantly monitored and formally reviewed on a quarterly basis by our 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.


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.