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Estate Capital launches a new portfolio – The Conservative Alpha Portfolio

  • Thursday, June 7, 2018

Conservative Alpha PortfolioWe have taken a strategic review of our current eight investment portfolio range and decided to add a new portfolio to our client offering. This new portfolio will be an active growth portfolio with a risk profile of 4.

The investor risk profile 4 is a popular one and the current offering is our Balanced Income Portfolio. This portfolio has a dividend and yield focus and due to these income requirements has an overweight position in FTSE 100 stock. This portfolio like others in our range has been temporarily holding higher levels of cash as a volatility protector. While this strategy has aided portfolio values in Q1 the cash holding does nothing for returns or income. This is why our Edition 28 income levels have reduced compared to previous editions. We will be reducing cash holdings in the next Edition 29 of the portfolios.

We have decided to offer two different portfolios in the investor risk 4 space and rename some of our existing portfolios to reflect their position on the spectrum better.

We are introducing a new Risk 4 portfolio aimed at growth investors and will be named the Conservative Alpha Portfolio. This portfolio will be a more equity focused version of our existing Risk 3 Conservative Portfolio which will stay a Risk 3 but will be renamed the Cautious Portfolio.

Our existing Risk 4 Balanced Income Portfolio will be renamed the Conservative Income Portfolio.

Our existing Risk 6 Balanced Higher Income Portfolio will be renamed the Balanced Income Portfolio. The risk profile will remain 6. Both the renamed Conservative Income and Balanced Income Portfolios will be aimed at investors seeking income from either an investment or pension fund and will therefore hold higher eightings in fixed interest securities to achieve this.

Our new range of portfolios will therefore be:

Risk 2

DEFENSIVE PORTFOLIO

The Defensive Portfolio is a blended style strategy. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth above cash based investments.

View our Defensive Portfolio

Risk 3

CAUTIOUS PORTFOLIO

The Cautious Portfolio is a blended style strategy. It is aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.

View our Cautious Portfolio

Risk 4

CONSERVATIVE INCOME PORTFOLIO

The Conservative Income Portfolio is a value style strategy. It is aimed at medium to long term investors who are seeking a sustainable level of income within a cautious to balanced portfolio along with a genuine prospect of income & capital growth.

View our Conservative Income Portfolio

Risk 4

CONSERVATIVE ALPHA PORTFOLIO

The Conservative Alpha Portfolio is a growth style strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a cautious to balanced portfolio.

View our Conservative Alpha Portfolio

Risk 5

BALANCED BETA PORTFOLIO

The Balanced Beta Portfolio is a passive growth strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a balanced portfolio of mainly equity investments.

View our Balanced Beta Portfolio

Risk 6

BALANCED INCOME PORTFOLIO

The Balanced Income Portfolio is a value style strategy. It is aimed at medium to long term investors who are seeking a sustainable level of income within a balanced portfolio along with a genuine prospect of income and capital growth.

View our Balanced Income Portfolio

Risk 6

BALANCED ALPHA PORTFOLIO

The Balanced Alpha Portfolio is a growth style strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a balanced portfolio of mainly equity investments.

View our Balanced Alpha Portfolio

Risk 7

SPECULATIVE BETA PORTFOLIO

The Speculative Beta Portfolio is a passive growth strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a speculative portfolio of mainly equity investments.

View our Speculative Beta Portfolio

Risk 8

SPECULATIVE ALPHA PORTFOLIO

The Speculative Alpha Portfolio is a growth style strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a speculative portfolio of mainly global equity investments.

View our Speculative Alpha Portfolio


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Article by

Chartered Financial Adviser

Chris is a Chartered Independent Financial Adviser and leads the investment team.