We would consider you a High-Risk Investor
We would consider you a higher risk investor. This means you may be able to tolerate short term volatility and potential financial loss in the pursuit of higher long term returns. You may have a high capacity to bear risk and understand that volatility is a normal function of equity market investing. Our portfolios are built upon rigorous research and actively managed to help navigate the risks and opportunities in prevailing market conditions.
See example benchmark chart below
Strategy
We can utilise a high conviction, bottom-up research driven strategy across a broad spectrum of growth assets, that aims to achieve higher returns by identifying high growth opportunities and exploiting market volatility.
Assets
- UK Large Cap, Mid Cap, Small Cap and AIM listed shares.
- US Large Cap, Mid Cap and Small Cap listed shares.
- Other global equities through listed funds.
- Derivatives for hedging and income generation if appropriate to the client.
Benefits
- Potential for enhanced returns.
- Exposure to high growth opportunities.
- Ability to take advantage of market volatility.
- Active risk management to limited downside risk.
Past performance of investments is no guide to future returns and you may get back less than you invested. Capital at Risk.
3 Investment Management Strategies
We provide a core service of 3 investment strategies (Low, Medium and High) 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.