Growth Portfolios
A diversified blend of passive and active funds focused upon capital growth at a low cost.
Growth Portfolios
The Growth portfolios bring together a blend of low-cost equity and bond index trackers as well as leading active investment funds invested on a “buy and hold” basis. This blend seeks to bring the best of low-cost passive and leading active management into one portfolio range to provide a diversification of assets focused on capital growth at a competitive price. The portfolios use a traditional diversified asset allocation that is further refined and informed through our unique research into trend and market sentiment indicators on a quarterly basis.
There are five Growth portfolios which bring together low-cost index tracking funds and active investment funds from leading fund management groups. This portfolio range provides diversity of assets and seeks capital growth across global equity and bond markets at a low cost to the investor.
The Growth portfolios are designed to assist in efficient, reliable, low-cost investment and pension accumulation strategies. All portfolios are benchmarked against the most relevant Investment Association (IA) national average.
