Chartered Financial Planners
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Speculative Investor

You are aiming for higher long term returns and accept frequent, significant fluctuations in value.You accept the risk of a significant loss.

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.

SPECULATIVE ALPHA PORTFOLIO

The chosen investment funds can invest in UK and overseas equities, commercial property, cash, fixed interest securities, commodities and alternative investments. They are actively managed by leading fund managers to maximise total return whilst maintaining control of risk.

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.


8

RISK

Potential return of 37.61% & potential loss of -24.05%


82%

ACTIVE

Managed daily by our personally selected fund managers


69%

EQUITY

Held in risk to drive growth, vs the stability of bonds & property

RISK

A risk level 8 investor should be prepared to accept annual returns somewhere within the range of a -24.05% loss and a 37.61% 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 8 portfolios will experience an annual return outside this range — this means an investor may experience losses greater than -24.05% or gains greater than 37.61% at some point(s) during their investment in one year.

Prospective Risk Level
Prospective Risk Level 8
Historic Risk Level
Historic Risk Level 4