Portfolio fact sheets

Please find below the fact sheets to our corresponding portfolios, these are updated monthly and stored here.

 
 
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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.

 
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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.

 
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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.

 
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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.

 
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Adventurous

September 2018

The Adventurous portfolio seeks to achieve a higher level of capital growth over the medium term.