Publications  |  Online Calculators   ADVISER ACCESS   CLIENT ACCESS


               
 
  See us on Facebook   Follow us on Twitter   02392 231448

Portfolio Types

Which portfolio type are you from the choice below?

If you are not sure feel free to use our Portfolio Questionnaire first.

Defensive Income A cautiously minded portfolio designed to produce a steady level of income by investing into government and corporate bonds as well as Blue chip equity.
   
Hign Income This portfolio is constructed to produce a higher level of income and growth by investing into corporate bonds as well as UK and international equity income.
   
Cautious 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 Whilst remaining largely centered on the UK this portfolio includes elements of developed and emerging market equity with a view to producing a higher level of return.
   
Growth Investing into a range of geographic regions this portfolio has a focus on higher risk assets making it suitable for investors willing to take on more risk for higher potential gain.