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Financial Advisers Hampshire
Merchants Wealth Management

Portfolio Type

Which portfolio type are you from the choice below?

If you are not sure feel free to use our Portfolio Questionnaire first.

Defensive Income
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.
Hign Income
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.