Beta Investment Strategy

Beta Investment Portfolio


The Beta Investment Strategy is Suitable for higher-risk investors, this investment management strategy has a greater focus on the use of derivatives to exploit market volatility. Our analysis leads us to opportunities in equity, currency and commodity markets, where, in a tightly controlled risk environment, we can exploit both positive and negative market movements.

This is a more active investment strategy using shares in the main 350 indices, the AIM market and a selection of assets from a wide range of other markets. The Beta Investment Strategy is designed to be highly flexible, taking advantage of market volatility which allows the pursuit of profit through a range of companies in all market cycles.

This suggestion is based only on the result of the questionnaire. Before investing we recommend you have a full discussion with us about your needs. Investments in equity markets can be volatile and you may get back less than your original investment.

3 Investment Management Strategies

We provide a core service of 3 investment strategies (Centurion, Alpha and Beta) designed to meet your needs whatever your attitude to taking risk with your investments. Each of our investment management strategies are managed in a socially responsible way. Read More on Discretionary Investment Management.

All investments contain risk, the value of investments can go down as well as up and investors should be aware they may not get back the full amount invested.

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