The Estate Capital Investment Portfolios offer five model investment strategies aimed at medium to long term investors who seek capital growth and income from a portfolio of leading investment funds. The portfolios can be used in full or as a core holding in a broader bespoke portfolio.
The portfolios offer access to highly rated leading investment fund managers who have in the past provided above average returns. The individual funds that make up our diversified portfolios are selected upon the quality of the fund manager and the consistency of past performance.
There is a wide range of asset classes across global markets available to investors. Our Portfolios bring together a diversity of equities, fixed interest securities, currencies, natural resources, precious metals and property. The global balance of investment across differing asset classes is a primary driver of portfolio return and enhanced security.
Estate Capital Financial Management
Registered in Wales No 4688919 Registered address: 10 Uplands Crescent, Swansea, SA2 0PB.
Authorised and regulated by the Financial Services Authority
Copyright Estate Capital Financial Management Ltd ©2012. All rights reserved
