For investors seeking capital growth, we offer four risk-rated investment portfolios. Each portfolio is actively managed with a mix of high quality funds across different asset classes, designed to deliver the best possible performance returns. By blending active and passively managed funds, all of our Growth portfolios provide a cost-effective solution.
Defensive Growth
The Defensive Growth portfolio is designed to produce capital appreciation over the longer term, with low to medium levels of investment risk. A proportion of the portfolio will be allocated to Global and UK Equities, together with a higher allocation to other assets, such as Corporate and Government Bonds, Infrastructure and Commercial Property. Up to 35% of the portfolio by weight is invested in Equities.
Balanced Growth
More than half the Balanced Growth portfolio is allocated to Global and UK Equities, which is balanced with allocations to Corporate and Government Bonds, Infrastructure and Commercial Property. By taking medium levels of investment risk, the aim of this portfolio is to produce growth over the longer term. Up to 65% of the portfolio by weight is invested in Equities.
Progressive Growth
The largest allocations within the Progressive Growth portfolio will be held in Global and UK Equities. The remainder of the portfolio is invested in Corporate and Government Bonds, Infrastructure and Commercial Property with the objective of producing capital appreciation over the longer term, by taking medium to high levels of investment risk. Up to 85% of the portfolio by weight is invested in Equities.
Adventurous Portfolio
Aiming to produce capital growth over the longer term, the Adventurous portfolio invests in a diversified range of Equities (both UK and Global) which account for between 90% and 100% of the portfolio by weight. The portfolio is designed for investors who are happy to tolerate higher levels of volatility. Up to 100% of the portfolio by weight is invested in Equities.
