Portfolio fact sheets
Please find below the fact sheets to our corresponding portfolios, these are updated quarterly and stored on this page.
Cautious
September 2018
The objective of our cautious portfolio is to generate capital growth of 3% per annum above the Bank of England Base Rate over the long term.
Cautious
March 2019
Cautious Medium
September 2018
The portfolio seeks to avoid large fluctuations over time and to offer some protection against inflation over a period of at least 5 years.
Cautious Medium
March 2019
Medium
September 2018
The portfolio seeks to avoid large fluctuations over time and to offer some protection against inflation over a period of at least 5 years.
Medium
March 2019
Medium Adventurous
September 2018
The Medium Adventurous portfolio seeks to achieve higher levels of capital growth by investing higher pro-portions into International equities and Thematic Funds.
Medium Adventurous
March 2019
Adventurous
September 2018
The Adventurous portfolio seeks to achieve a higher level of capital growth over the medium term.