We offer a range of Managed Portfolios to help you achieve your goals
Our range of managed portfolios are suitable for most individuals. Whether your attitude to investment risk and capacity to withstand losses is balanced, aggressive or very aggressive we have a managed portfolio which should satisfy your requirements. We do also manage a limited amount of savings for our cautious clients.
The Financial Conduct Authority has granted us permission to manage client investments on a discretionary basis.
Superpowers
Our Power of Discretion
noun:
The right to choose something, or choose to do something, according to what seems most suitable in a particular situation.
Our Core Range of Managed Portfolios
Cautious
Aiming to beat inflation over the medium term.
- Short term capital fluctuation must be tolerated.
- Suits reluctant investors who don’t want to see higher inflation erode their life savings.
- Attempting to preserve your capital is our foremost goal.
Moderate
Aiming to double your life savings over a decade
- Short term capital fluctuation is accepted.
- Suits the majority of average risk investors.
- Currently holds around 2/3rds of the capital we manage.
- Our Default managed portfolio for new clients.
Aggressive
Aiming to double your life savings over 7.5 years.
- Short term capital fluctuation embraced.
- Suits long-term investors targeting higher than average returns.
- Requires taking higher than average investment risks.
- Currently holds about 1/4 of the capital we manage.
Our Specialist Range of Managed Portfolios
Very Aggressive
Aiming to achieve very high levels of growth over the very long term.
- This Managed Portfolio is suitable only for a small portion of a client’s overall savings, unless they are prepared to accept potential losses in value over multiple years in a row.
- A difficult choice to stick with when news turns bad.