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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 stalling Brexit negotiations are starting to regain the headlines. There are reports that the European Parliament may veto a deal if there are not sufficient safeguards over the ‘level playing field’ provisions. The EU want any ‘level playing field’…
May proved to be politically contentious month. The Chinese government moved to effectively end Hong Kong’s autonomy which dramatically heightening tensions between China and both the UK and US. Also, yet another unarmed black American was tragically killed by those…
Edition 33 – New Portfolio Selections In March, we witnessed an equity market fall of over 30% that matches the falls of the 2008 Great Financial Crisis and the 1917 Spanish Flu crisis. Given the magnitude of lost value, markets…
The Office of National Statistics (ONS) published the UK GDP growth figures for the first three months of the year. Unsurprisingly the economy contracted by -2% driven down by a record fall of in activity in late March when the…
The Treasury has assessed the full cost to the Exchequer of the Coronavirus crisis as being around £300bn this year. The recent report forecasts a deficit of £337bn far higher than previously estimated by analysts. The Chancellors Budget in March…
As US policymakers weigh the next stage of stimulus to bolster their faltering economy, Federal Reserve chairman Jerome Powell has warned that the economic path ahead is still highly uncertain with significant downside risks. To avoid a prolonged recession and…
New modelling from Public Health England and Cambridge University has indicated that the R reproduction rate has fallen to 0.4% in London while the average across England is 0.75. The daily rate of infection in London has fallen from 213,000…
The 75th Anniversary of when WW2 ended in Europe gives us all an opportunity to reflect upon the past and to look forward as they did in 1945, to better days ahead. Just like then, we are facing an uncertain…
It was encouraging to hear the news last week, that US-China Phase Two negotiations will be restarting. Negotiations last year were decidedly bumpy, and we should expect a similar passage in this round of talks. Donald Trump’s recent comments suggesting…
