Chartered Financial Planners
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Investment Portfolios

Learn why our portfolios consistently outperform industry benchmarks.

Speak with one of our chartered financial advisers – we'll take the time to understand your financial objectives before recommending a portfolio that's right for you.

The Estate Capital Investment Portfolios

The Estate Capital Investment Portfolios offer eight model investment strategies aimed at medium to long term investors who seek capital growth and income from a portfolio of leading investment funds. The portfolios can be used in full or as a core holding in a broader bespoke portfolio.

Our portfolios offer access to highly rated leading investment fund managers who have in the past provided above average returns. The individual funds that make up our diversified portfolios are selected upon the quality of the fund manager and the consistency of past performance.

Our investment portfolios are updated and published twice a year. It is from these selections that we build our successful investment, trust fund and pension fund portfolios.

Our research process is designed to identify investment funds that are continually successful rather than those where long term performance is a result of one or two years of speculative performance. We monitor and evaluate our investment and sector selections every month between publications.

There are a wide range of asset classes across global markets available to investors. Our portfolios bring together a diversity of equities, fixed interest securities, currencies, natural resources, precious metals and property. The global balance of investment across differing asset classes is a primary driver of portfolio return and enhanced security.

Individual investments and the asset class they represent are combined into a risk rated bespoke investment portfolio. Our aim is to optimise the asset allocation to achieve the highest expected level of return for a given level of risk. We use the historical rate of return of each portfolio and volatility for each asset class to predict the portfolio's anticipated average annual return and the range of volatility that the portfolio could experience.

Risk 2

DEFENSIVE PORTFOLIO

The Defensive Portfolio is a blended style strategy. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth above cash based investments.

The Defensive Portfolio performance is benchmarked against the average performance of the IMA Mixed Investment 0%–35% sector and has a risk rating and investor profile of 2 out of 10.

View our Defensive Portfolio

Risk 3

CONSERVATIVE PORTFOLIO

The Conservative Portfolio is a blended style strategy. It is aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.

The Conservative Portfolio performance is benchmarked against the average performance of the IMA Mixed Investment 0%–35% sector and has a risk rating and investor profile of 3 out of 10.

View our Conservative Portfolio

Risk 4

BALANCED INCOME PORTFOLIO

The Balanced Income Portfolio is a value style strategy. It is aimed at medium to long term investors who are seeking a sustainable level of income within a balanced portfolio along with a genuine prospect of income & capital growth.

The Balanced Income Portfolio performance is benchmarked against the average performance of the IMA Mixed Investment 20%–60% sector. The Balanced Income Portfolio has a risk rating and investor profile of 4 out of 10.

View our Balanced Income Portfolio

Risk 5

BALANCED BETA PORTFOLIO

The Balanced Beta Portfolio is a passive growth strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a balanced portfolio of mainly equity investments.

The Balanced Beta Portfolio performance is benchmarked against the average performance of the IMA Mixed Investment 20%–60% sector and has a risk rating and investor profile of 5 out of 10. The Balanced Beta Portfolio is the Estate Capital default portfolio for regular pension contributions.

View our Balanced Beta Portfolio

Risk 6

BALANCED HIGHER INCOME PORTFOLIO

The Balanced Higher Income Portfolio is a value style strategy. It is aimed at medium to long term investors who are seeking a sustainable level of high income within a balanced portfolio along with a genuine prospect of income and capital growth.

The Balanced Higher Income Portfolio performance is benchmarked against the average performance of the IMA Mixed Investment 40%–85% sector. The Balanced Higher Income Portfolio has a risk rating and investor profile of 6 out of 10.

View our Balanced Higher Income Portfolio

Risk 6

BALANCED ALPHA PORTFOLIO

The Balanced Alpha Portfolio is a growth style strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a balanced portfolio of mainly equity investments.

The Balanced Alpha Portfolio performance is benchmarked against the average performance of the IMA Mixed Investment 40%–85% sector and has a risk rating and investor profile of 6 out of 10.

View our Balanced Alpha Portfolio

Risk 7

SPECULATIVE BETA PORTFOLIO

The Speculative Beta Portfolio is a passive growth strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a balanced portfolio of mainly equity investments.

The Speculative Beta Portfolio performance is benchmarked against the average performance of the IMA Mixed Investment 40%–85% sector and has a risk rating and investor profile of 7 out of 10.

View our Speculative Beta Portfolio

Risk 8

SPECULATIVE ALPHA PORTFOLIO

The Speculative Alpha Portfolio is a growth style strategy. It is aimed at medium to long term investors who are seeking above average capital growth from a speculative portfolio of mainly global equity investments.

The Speculative Alpha Portfolio performance is benchmarked against the average performance of the IMA Mixed Investment 40%–85% sector and has a risk rating and investor profile of 8 out of 10.

View our Speculative Alpha Portfolio