Investment Portfolios

The portfolio is designed to embrace a range of complementary assets, both traditional equity and bond funds as well as a selection of alternative assets that are available in the market place. In order to generate the desired yield on this portfolio, it is anticipated that the majority of the equity funds selected will be either designated income funds or funds investing in assets that have a yield.

Within our multi-asset approach, we have identified that a neutral equity exposure for a balanced portfolio should be in the region of 50%, however, this level will alter depending upon our views of the current economic environment.

Our fund selection process combines a qualitative and quantitative review of funds. Analysis of returns, risk, style, market cap and investment process are undertaken on all funds. This then enables us to blend different funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict with each other.

Key Factors

  • Set up for clients who are prepared to accept a moderate level of risk to their capital
  • A focus on income generation
  • To achieve a target income of over 4% within a moderate risk profile
  • Multi-asset approach
  • Benchmark - IA Mixed Investment 20-60% Shares
  • Distribution Technology Risk Rating: 5

Access to our portfolios

We offer fourteen risk-rated investment portfolios that can also be accessed on the following platforms: 

Related Documents

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