Factsheets
Our Portfolios
Five risk rated active model portfolios
Investing predominantly in actively managed funds. See the latest factsheets below.
Five risk rated passive model portfolios
Investing solely in passive and index funds, but with the same asset allocation as the actively managed portfolios. See the latest factsheets below.
Five risk rated blended model portfolios
Five risk rated model portfolios investing in a blend of active and passively managed funds. See the latest factsheets below.
Five risk rated sustainable model portfolios
For investors looking to make a difference with their money we offer five risk rated sustainable model portfolios. See the latest factsheets below.
As part of our research process, we seek to establish the most appropriate funds for our portfolios. This may mean that some sustainable funds within our portfolios are based overseas, such as Ireland and the following FCA notice is applicable.
‘This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements’
Further information concerning the FCA sustainability labelling and disclosure requirements can be found here.
Three risk rated income model portfolios
For investors looking for a natural and growing level of income, we offer three risk
rated income model portfolios – investing in a mixture of passive and active funds. See the latest factsheets below.
The value of investments and any income they produce can fall as well as rise. You may get back less than you invested.
Have investment questions?
Call us today. We’d be happy to speak with you and see how we can assist.
