Estate Capital provides choice, flexibility and access to a comprehensive range of investment strategies. We conduct our own in house research so that each of the funds that we recommend within our portfolios has been personally reviewed. We offer a distinct investment service that has proven attraction to clients and professionals.
The individual funds that make up our diversified portfolios are selected upon the quality of the fund manager and the consistency of past performance.
Maintaining Your Risk Profile
Once we’ve determined your investor risk profile, it is important that your portfolio remains within your chosen asset allocation range. Our client portfolios are regularly updated with our current fund selection to make sure asset allocations are maintained. Of course, investors can at any time request changes in asset holdings or risk profile, and it’s our aim to offer a service that fully utilises technology – updating your portfolio online as soon as new versions are published.
Updating Your Investments
With investments growing or falling at differing rates, it is easy for an asset allocation to become out of balance. Similarly, it is possible that a previously selected fund may not perform as well as expected or as well as it may have done in the past when it satisfied our selection criteria. Also, due to constantly changing market conditions some portfolios may become more cautious or speculative over time.
By opting for Estate Capital’s investment management service, clients benefit from:
- Increased efficiency and improved performance
- Asset allocation that suits your risk profile
- Up-to-date fund selection that reflects the prevailing market conditions
- Greater potential to improve returns
Our investment management service is available to clients with any of the following investments:
- General Investment Accounts
- New Individual Savings Accounts (NISA´s)
- Offshore Investment Bonds with General Investment Accounts
- Onshore Investment Bonds
- Personal Pensions
- Self Invested Personal Pension
It’s important to remember that the value of an investment and the income received from an investment can go down as well as up. Changes in exchange rates or taxation may have an adverse effect on the price, value or income of the investments. Investment returns may be constrained by charges levied and inflation may reduce the value of investments.