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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 economies of Latin America are finally turning a corner. After a few painful years of recession the region should return to growth in 2017. This turnaround is due to shifts in policy in Brazil and Argentina. Both countries have…
Research from think tank Civitas has pointed out that if the Brexit negotiations fail to reach agreement and future trade is conducted under the World Trade Organisation (WTO) terms, the cost to EU business would be £12.9bn per year in…
In the days following the Referendum, the value of the pound fell sharply by 13.5% and stock markets became volatile. A loss of confidence in the UK led to a rush for redemptions from retail commercial property funds. This forced…
The fall in the value of sterling post-Brexit, the likely rise in the cost of imported goods to the UK and the stimulus policies of newly elected US President Trump has created the expectation of rising inflation. The BoE is…
The level of currency outflows from China has again become a significant issue. In September, net outflows reached US$55bn while this does not match the outflows we witnessed in January 2016 when the mismanaged shift in exchange rate policy saw…
Donald Trump vowed to ‘rebuild America from the ground up’. With Republicans now in control of both Chambers of Congress, he has the mandate to push ahead with few obstacles in his way. This will avert the past paralysis and…
The cross-channel trade in financial services, worth £30bn pa and employing over one million people, is underpinned by the EU passporting system which allows banks to operate freely across the continent. The City is the UK’s single most significant sector…
It would be reasonable to think that UK stock markets have been on a sugar rush from shortly after the Brexit Referendum in June until late October. Equity markets forged ahead as the pound devalued, taking the hit for the…
In April 2015 the now well observed pension flexibilities were introduced. However once pension benefits have been flexibly accessed then any further contributions to a Defined Contribution Pension will be restricted to a special Money Purchase Annual Allowance (MPAA). This…
