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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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Equity markets recovered sharply in the first five months of 2019 leading to the S&P 500 index hitting a new all-time high in early May. This rebound is attributed to the heavy sell off in Q4 and the Fed ending…
It is at times of uncertainty over global growth, corporate earnings growth, high indebtedness and political uncertainty that gold has some relevance to a mixed asset portfolio. A key element in the rise of the price of gold was a…
Last November the US imposed sanctions on Iran’s oil, shipping, ship building and banking sectors as a reaction to Iran not fully abiding by its nuclear proliferation deal with the West. Washington clamped down on oil sales and placed heavy…
The Federal Reserve (Fed) did not cut rates at its June meeting, but is moving in the direction of easier policy. We think an “insurance” rate cut is likely in July, so-called because it is a move designed to help…
The recent closure of the Neil Woodford Equity Income fund brings into focus the value of regular investment review. Neil Woodford is perhaps the UK best known fund manager. His reputation was built on many years of outperformance by his…
People looking for professional financial advice on such important issues as Financial & Investment Advice, Retirement Planning or Estate Planning matters should seek an Independent Financial Adviser who has achieved Chartered Financial Planner status. A Chartered Financial Planner is someone…
Out with the old and in with the new is very appt when talking about annual allowances. The last few weeks have been very busy as clients seek to take up their full ISA and pension contributions for the 18/19…
We are delighted to announce the launch of our new and updated Estate Capital Website. The website has been totally rebuilt and has a number of new sections and additional content. May we thank all of you who supported our…
At the end of last year, we were concerned with the volatility in the markets with interest rate rises by the Federal Reserve, the trade dispute between Chins and the USA, the slowing of the Chinese economy, the uncertainty of…
