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Passive portfolios hold equity and bond tracker funds on a buy and hold basis to seek capital growth at a low cost.
Growth portfolios hold a blend of active and passive equity and bond assets on a buy and hold basis to seek capital growth.
Guardian portfolios hold low-cost equity and bond assets to capture upside growth and aim to manage volatility to protect portfolio values from downside losses.
Fusion portfolios hold a combination of passive and active funds to capture upside growth and aim to protect portfolio values from downside losses.
Green Path portfolios hold equity and bond assets to take a positive approach to responsible investment.
Heritage portfolios hold actively managed investment trusts to gain greater capital growth over the longer term.
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The economic outlook for 2022, as predicted recently by both the Bank of England (BoE) and the US Federal Reserve (Fed) is one of slowing growth and raising inflation. The Fed is expected to see inflation peak first and is…
The election of Joe Biden in November 2020 was expected to become the start of a massive re-investment in America programme that paved the way for the decarbonisation of the USA and the upgrading of the country’s faltering infrastructure. The…
The Federal Reserve as expected, raised the Federal Funds Rate by 0.5% to 1% on May 4th in order to combat rampant inflation. Jerome Powell, the Fed Chairman has in the past stated that he thought inflation to be ‘transitory’…
As recently as last summer, when talk of inflation pressures were starting to be foreseen and raised as a concern, the Bank of England was inactive on rate rises. The Government had also not wanted to raise rates as that…
Just like the UK, Europe is starting to fall into low growth and high inflation. The combination of these features is a major challenge to governments and central banks as they seek to stop prices running higher but not causing…
The war in Ukraine and the associated sanctions placed upon Russian institutions, companies and individuals is increasing the risk of a greater shock in commodities and supply chains. This adds to the case for longer term high inflation and slower…
The Office of National Statistics (ONS) have confirmed that UK food prices have risen by 5.9% year on year due to the increased cost of fertilizer, fuel and animal feed. The Ukrainian conflict has increased energy costs and restricted access…
The onset of milder weather has helped European countries to cut the use and on-going reliance upon Russian oil and gas. Gas sales have fallen over the past three consecutive months. Eurozone countries have as a result of weaker demand…
President Xi Jinping is expecting the 20th Chinese Communist Party Congress held in October this year to grant him another 5 years as President of China. He is therefore determined that all goes well in the run up to such…
