The Strategic Portfolio is a blended growth strategy holding equal passive and actively managed funds. It is aimed at medium to longer term investors, who seek above average capital growth from a balanced to speculative portfolio of mainly equity investments at a competitive cost.
The chosen investment funds can invest in UK and overseas equities, commercial property, commodities, fixed interest securities, alternative investments and cash. They are managed by leading fund managers to maximise total return whilst maintaining control of risk.
The Strategic Portfolio performance is benchmarked against the average performance of the IA Mixed Investment 40% - 85% sector, has an equity content of up to 70% and risk profile of 7 out of ten.
Potential return of 32.13% & potential loss of -21.65%
Managed daily by our personally selected fund managers
Held in risk to drive growth, vs the stability of bonds & property. Maximum Equity 70%
The weighted total cost for the portfolio including management, trading & research costs
A risk level 7 investor should be prepared to accept annual returns somewhere within the range of a -21.65% loss and a 32.13% 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 -21.65% or gains greater than 32.13% at some point(s) during their investment in one year.
Prospective Risk Level
Historic Risk Level
Chris DaviesChartered Financial Adviser
Phil JohnsonIndependent Financial Adviser
Kevin JonesIndependent Financial Adviser
Liam ConnorClient 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.