If you are not sure feel free to use our Portfolio Questionnaire first.
|A cautiously minded portfolio designed to produce a steady level of income by investing into government and corporate bonds as well as Blue chip equity.|
|This portfolio is constructed to produce a higher level of income and growth by investing into corporate bonds as well as UK and international equity income.|
|Designed for the lower risk investor this portfolio invests in a mix of fixed interest and equity to generate a return balanced between the two types of asset.|
|Whilst remaining largely centered on the UK this portfolio includes elements of developed and emerging market equity with a view to producing a higher level of return.|
|Investing into a range of geographic regions this portfolio has a focus on higher risk assets making it suitable for investors willing to take on more risk for higher potential gain.|
This portfolio is designed to provide long term capital growth whilst ensuring funds meet our social and ethical standards and therefore is suitable for individuals with a medium to high attitude to risk who are looking for a capital return but not at any cost*.
*Due its restrictive nature this portfolio is not used in conjunction with the risk questionnaire.