We would consider you a Low-Risk Investor
We would consider you a Low-Risk Investor. Low risk investors have a low personal appetite for volatility (ups and downs in asset values) and financial loss. This may be due to personal attitudes to risk or experiences, or one’s capacity to bear financial loss may be limited.
See example benchmark chart below
Strategy
Investing in assets that exhibit low levels of volatility with a focus on compounding stable income over time. The portfolios we build are well diversified and actively managed to help navigate the prevailing market conditions.
Assets
- High Interest Cash.
- Money Market Investments.
- UK & Global Government Bonds.
- Investment Grade Corporate Bonds.
- Low volatility, dividend paying, blue chip equities.
Benefits
- Consistent and steady returns
- Regular income.
- Compounding long term returns.
- Keep up with inflation.
- Less volatility.
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.