We would consider you a Medium-Risk Investor
We would consider you a medium risk investor. You may have a moderate appetite for volatility and financial loss in exchange for moderate growth. You may have some capacity to bear risk but would prefer to avoid too many ups and downs if possible. 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
Investing the ‘core’ of the portfolio over high conviction long term holdings whilst taking advantage of arising opportunities through shorter term active positions in a tightly risk controlled environment.
Assets
- Direct Large Cap UK Equities.
- Direct Large Cap US Equities.
- Select Mid Cap opportunities.
- Tactical cash holdings.
Benefits
- Potential for long term compounding growth and income.
- Stability of a core portfolio of well researched, quality investments.
- Potential higher returns through tactical short-term investments.
- Active risk management and ability to go to cash if market conditions warrant.
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.