What type of funds can best match your investment goals?
Which specific fund and fund manager should you select?
We believe we have the solution through a unique range of ISA and Unit Trust investment portfolios, each specifically designed to reflect the investment needs of particular investors.
Portfolios
Safety First
This portfolio is designed for those who wish to invest with capital security.
UK Balanced
Designed for an investor who is looking for medium to long-term growth potential of equity investment, but which is balanced with lower risk investments such as cash or fixed interest.
UK & International
Designed for an investor who is happy to pursue an investment strategy that includes wider equity exposure for the greater long-term growth potential this may offer.
Global Growth
An equity-focused portfolio designed for investments with which you are happy to take a more adventurous approach.
Global Growth provides a more international approach to equity investment including some higher risk sectors and markets, which offer good growth potential but also greater volatility.
What is an ISA?
An ISA is an investment with tax advantages...
What is a Unit Trust?
A Unit Trust is an investment with no fixed term...
To find out more, contact your local Financial Consultant.
Investment Portfolio
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