Heritage Portfolios
A managed portfolio service seeking long-term capital growth through investing in leading established investments trusts.
Heritage Portfolios
Many seasoned City professionals will expound the virtues of investment trusts over their open-ended investment company (OEIC) counterparts. Investment trusts highlight low fees, increased diversification and significantly better investment returns over the longer term.
Investment trusts were a Victorian invention and were a means to raise private capital to fund new developments, like railways across the world. They also allowed more moderate investors the same access to the stock market that had previously only been available to much larger capital investors and organisations.
Throughout its long history, the investment trust industry has continued to adapt to meet investors’ needs. In the last decade, the infrastructure, debt and property sectors have evolved to satisfy demand for income.
The investment trust industry has continued to invest in ground-breaking opportunities including technology, biotechnology, healthcare, emerging and frontier markets, private equity and venture capital. These recent developments continue to make investment trusts both highly attractive and relevant to investors.
Our four Heritage portfolios bring together investment companies which cover all major global markets and sectors. This portfolio range provides exposure to a diverse set of assets and seeks long-term capital growth at a competitive price to the investor.
