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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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Since October’s heavy correction, it is becoming clear that while investors realise the world is slowing and expectations for growth are diminished, there are still opportunities for growth. In fact, some markets seem to be good value because of the…
2018 has not been a good year for emerging markets. The Indian rupee slipped 15% against the strengthening US dollar and Indian stocks have endured a period of significant volatility. The BSE Sensex Index hit 39,000 points in August only…
Mergers and acquisitions activity in 2018 are set to be the highest on record with US$3.3tn of deals conducted by October 2018. A series of mega deals have contributed to this record. This level of M&A is fuelled by high…
There are up to 200 UK shopping centres that are under threat of falling into administration due to the demise of traditional large anchor stores such as BHS and Toys R Us. The failure of BHS in 2016 left empty…
At certain points in a market cycle, usually when a down turn is looming, investors consider the defensiveness of their portfolio. We still feel that equities have an opportunity to make some additional end of cycle growth but this is…
October’s budget set out the conditions of the UK economy and public finances. The UK is expecting 1.4% GDP growth this year and is projecting 1.5% in 2019 and 1.5% in 2020 according to the IMF. The UK achieved year-on-year…
We are delighted to announce that Estate Capital has made the FT Adviser Top 100 Financial Advisers list for 2018. This list sets out to showcase some of the best financial advisers in the UK. The list is, as expected…
Ahead of the referendum on UK membership of the EU on 23rd June 2016 we took a proactive approach over the holding of UK and European equity in our portfolios. At the time, we recommended selling these holdings ahead of…
With US interest rates increasing, the days of easy money are coming to an end and markets know this. The bond yield rises of mid-October took US 10-year Treasuries to 3.25% the highest in 7 years. This was the start…
