Growth Portfolio
This Portfolio aims to deliver capital growth from a collection of equity funds with a broad geographic split.
Growth Portfolio factsheet
This portfolio aims to deliver capital growth from a collection of equity funds with a broad geographic split.
The core of the portfolio is a combination of UK and global equity funds, provided by the Neptune UK Equity and Standard Life Global Absolute Return strategies funds. While the Neptune UK Equity Fund provides exposure to a broad range of UK listed companies, with no sector or market cap bias, the Standard Life Global Absolute Return Strategies Fund aims to control risk from a diversified portfolio assets (including equities and bonds) whilst delivering capital growth of cash* plus 5% per annum over a rolling three year period.
Specific additional developed market allocation is gained through the Cazenove European and the Allianz RCM US Equity funds, both of which have a good track record in delivering consistent returns relative to their sectors. Each fund provides a good combination of mainstream equity exposure to their respective markets, whilst utilising the individual expertise of their managers to deliver returns in excess of the markets.
Finally, the First State Asia Pacific Leaders Fund gives exposure to developed and emerging Asia (including Australasia, China and India, but excluding Japan), acknowledging the importance this region now plays in the global economy.
*Cash rate used is 3 month LIBOR
Chartwell view, “Getting the right blend of managers and the right geographic allocation is important. For long term growht it's vital to have exposure to developed and emerging markets, but it's got to be with a fund manager who can demonstrate a proven track record across different market cycles”
ISA application form 09/10 & 10/11
Investment Fund application form