Investment Portfolios

Learn why our portfolios consistently outperform industry benchmarks.

Investment Portfolios
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The Estate Capital Investment Portfolios

The Estate Capital Investment Portfolios offer nine model investment strategies aimed at medium to long term investors who seek capital growth and income from a portfolio of leading investment funds.

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 commercial 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 model 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

Rated Funds

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.

Research

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 constantly monitor and evaluate our investment and sector selections between publications.

Reviewed

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.

Client Story - Investment Advice

Sound knowledge
Paul McAdam

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.
Client Story - Investment Advice

Specialist support
Anthony Rotondo

If I’ve got a problem with my heating I get a plumber in – it’s the same with financial advice; you need a specialist who can look after it for you.

Client Testimonials

Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service.

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Investment Portfolio Overview

Understand some of the rationale behind our investment selections. We pride ourselves on the level of research we undertake when selecting investments for the Estate Capital Portfolios

Investment Portfolio Overview

Defensive Portfolio

A blended style strategy, 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.

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Cautious Portfolio

A blended style strategy, aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.

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Conservative Income Portfolio

A value style strategy, aimed at medium to long term investors who are seeking a sustainable level of income within a cautious to balanced portfolio along with a genuine prospect of income & capital growth.

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Conservative Alpha Portfolio

A growth style strategy, aimed at medium to long term investors who are seeking above average capital growth from a cautious to balanced portfolio.

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Balanced Beta Portfolio

A passive growth strategy, aimed at medium to long term investors who are seeking above average capital growth from a balanced portfolio of mainly equity investments.

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Balanced Income Portfolio

A value style strategy, 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 and capital growth.

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Balanced Alpha Portfolio

A growth style strategy, aimed at medium to long term investors who are seeking above average capital growth from a balanced portfolio of mainly equity investments.

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Speculative Beta Portfolio

A passive growth strategy, aimed at medium to long term investors who are seeking above average capital growth from a speculative portfolio of mainly equity investments.

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Speculative Alpha Portfolio

A growth style strategy, aimed at medium to long term investors who are seeking above average capital growth from a speculative portfolio of mainly global equity investments.

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Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a solution that's right for you.

Chris Davies

Chris Davies

Chartered Financial Adviser View Profile

Chris Davies

Chartered Financial Adviser
Phil Johnson

Phil Johnson

Independent Financial Adviser View Profile

Phil Johnson

Independent Financial Adviser
Kevin Jones

Kevin Jones

Independent Financial Adviser View Profile

Kevin Jones

Independent Financial Adviser
Liam Connor

Liam Connor

Client Relations Manager View Profile

Liam Connor

Client Relations Manager

Our financial advisers have a wealth of experience helping clients with their investment planning. We can help you build and benefit from wise and prudent investment portfolios. We believe it’s important that you to have confidence in your investments and the peace-of-mind to enjoy life to the full.