Portfolios built with you in mind

Selecting two identical funds will not add any diversification.  By investing in two different funds whose characteristics are complementary, one achieves diversification and therefore a reduction in Portfolio risk.  So, getting the right blend of investments is important, but just as vital is having the right investment strategy to begin with.  Because we’re part of the large Chartwell Group providing full advisory services as well as Direct services, we understand that no two individual’s requirements are the same. However our experience also tells us that while specific details vary, most investor needs can be met by one or more of the four main types of investment Portfolio we feature on this website.

•High Income Portfolio. If your priority is to secure a level higher than can be obtained from savings interest on deposit accounts. Highly relevant to those looking to boost their income.

•Income and Growth Portfolio. If you’re looking for investments that provide the potential for real capital growth, as well as paying out a steady income level (that can be re-invested to boost total returns)

•Growth Portfolio.If you are seeking a high quality, well balanced global Portfolio for measurable returns over the medium to longer terms.

•Adventurous Growth Portfolio. If you are happy to take additional risk in the hope of achieving a higher level of growth to the Growth Portfolio over the longer term.