Passive Portfolios
Balanced Plus Passive
The Portfolio is designed for those clients that have the following long-term investment characteristics:
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They are willing to accept slightly more risk than most balanced clients
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They are willing to accept slightly more capital risk than a balanced client in the knowledge that they may get a slightly better return in the long term
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They want a slightly better return than most balanced investors and are willing to accept a slight increase in market volatility as a result
Strategy and Composition
To meet the investment aspirations of Balanced Plus investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and provide an increased investment return.
The Portfolio currently consists of the following funds:
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1.
Blackrock MyMap 6 D Acc (20%) -
2.
Fidelity Index US P 10 (10%) -
3.
Fidelity Index World P (5%) -
4.
HSBC MSCI Emerging Mkts Eq Idx Acc S (5%) -
5.
HSBC Sterling Corp Bd Idx S Acc (10%) -
6.
HSBC UK Gilt Index S Acc (5%) -
7.
iShares 100 UK Equity Index (UK) D Acc (10%) -
8.
iShares Continental European Equity Index D Acc (5%) -
9.
L&G Multi Index 7 C Acc (20%) -
10.
Vanguard LifeStrategy 80% Equity A Acc (10%)
The underlying cost of this portfolio is 0.14%
Asset Allocation of the Model Portfolio
Performance versus the benchmark
In Partnership Model Portfolios
Accumulation Portfolios
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To meet the investment aspirations of Moderately Cautious investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and provide a consistent, low risk return.
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To meet the investment aspirations of Balanced investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to diversify risk and provide capital and income returns. + Read More
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To meet the investment aspirations of Balanced Plus investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and provide a consistent, low risk return.
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To meet the investment aspirations of Moderately Adventurous investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and a mixture of funds with generally a higher equity exposure to increase investment returns. The selected funds are slightly more growth orientated. + Read More
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To meet the investment aspirations of Adventurous investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and a mixture of funds with a high equity content to increase investment returns. The selected funds are focused upon long term growth. + Read More
Income Generating Portfolios
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To meet the investment aspirations of Moderately Cautious investors who wish to protect their capital whilst generating an income in excess of cash, we use a risk based, multi asset approach as its central theme with a strategic emphasis on those funds that have demonstrated the ability to protect capital and generate a consistent investment return over the long term. + Read More
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To meet the investment aspirations of Balanced investors who wish to protect their capital but also generate an additional level of income and some capital growth, we use a risk based, multi asset approach as its central theme with a strategic emphasis on those funds that have demonstrated the ability to generate a consistently higher level of investment return over the long term whilst minimising investment volatility. + Read More
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To meet the investment aspirations of Balanced Plus investors we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and provide a consistent, low risk return.
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To meet the investment aspirations of Moderately Adventurous investors who wish to generate an additional level of income and capital growth, we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and a mixture of funds with generally a higher equity exposure to increase investment returns. The selected funds are both income and growth orientated in the long term.
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To meet the investment aspirations of Adventurous investors who wish to generate an additional level of income and capital growth, we use a risk based, multi asset approach as its central theme with a strategic emphasis on Global investment mandates to further diversify risk and a mixture of funds with a high equity content to increase investment returns. The selected funds are focused upon long term growth as well as a high level of income yield.
Passive Portfolios
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To meet the investment aspirations of Moderately Cautious investors who prefer to use passive investments we use a risk based, multi index approach as its central theme with a strategic emphasis on Global indexed investment mandates to diversify risk and provide capital and income returns. + Read More
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To meet the investment aspirations of Balanced investors who prefer to use passive investments we use a risk based, multi index approach as its central theme with a strategic emphasis on Global indexed investment mandates to diversify risk and provide capital and income returns.
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To meet the investment aspirations of Moderately Adventurous investors who prefer to use passive investments we use a risk based, multi indexed approach as its central theme with a strategic emphasis on Global indexes to further diversify risk and provide capital growth. + Read More
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To meet the investment aspirations of Adventurous investors who prefer to use passive investments we use a risk based, multi indexed approach as its central theme with a strategic emphasis on Global indexes to further diversify risk and provide capital growth. + Read More