Balanced to Speculative Investor
You are aiming for higher long term returns and accept significant fluctuations in value. You accept the risk of a moderately significant loss.

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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 speculative portfolio of mainly equity investments.
The chosen investment funds can invest in UK and overseas equities, commercial property, cash and fixed interest securities. Passive funds replicate the stock-holdings of an underlying index. Since these funds track the composition and performance of the underlying index, there are low levels of human involvement and so the funds have a lower total expense ratio.
The Speculative Beta Portfolio performance is benchmarked against the average performance of the IA Mixed Investment 40%–85% sector and has a risk rating and investor profile of 7 out of 10.
7RISK
Potential return of 33.52% & potential loss of -23.77%
52RISK SCORE
FE Portfolio Risk Score.
12%ACTIVE
Managed daily by our personally selected fund managers
67%EQUITY
Held in risk to drive growth, vs the stability of bonds & property
0.33%FEES
The weighted total cost for the portfolio including management, trading & research costs
Risk
A risk level 7 investor should be prepared to accept annual returns somewhere within the range of a -23.77% loss and a 33.52% gain — returns within this range would be expected 95% of the time. It should be remembered that there is a 5% chance that risk level 7 portfolios will experience an annual return outside this range — this means an investor may experience losses greater than -23.77% or gains greater than 33.52% at some point(s) during their investment in one year.
Prospective Risk Level

Historic Risk Level

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

Chris Davies
Chartered Financial Adviser View ProfileChris Davies
Chartered Financial Adviser
Phil Johnson
Independent Financial Adviser View ProfilePhil Johnson
Independent Financial Adviser
Kevin Jones
Independent Financial Adviser View ProfileKevin Jones
Independent Financial Adviser
Liam Connor
Client Relations Manager View ProfileLiam Connor
Client Relations ManagerOur 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.

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