We have designed this portfolio with the risk adverse investor in mind. It employs several funds, which aim to produce returns regardless of market conditions.
This portfolio is suitable for those who do not like risk, but want higher returns than those associated to bank and building societies. We tend to find clients use this style of portfolio for ‘rainy day’ money, which they may need access to, but are likely to leave the investments untouched for a minimum period of three years
During 2009, this portfolio produced positive growth in nine out of twelve months. Its worst month was February, where the portfolio was down by 1.1%. Its best month was April, where it produced 1.9%. For the 2009 calendar year the portfolio produced a total of 8%.
We expect this portfolio to produce positive and consistent growth each year above that associated to a deposit account in all market conditions
Click here for more information
No comments:
Post a Comment