7 or more ways to invest
Defensive
The investment objective is to achieve long-term capital growth with a high level of exposure to lower risk assets such as cash and fixed income investments with a maximum equity content of 30% of the portfolio value.
Cautious
The investment objective is to achieve long-term capital growth with a high level of exposure to lower risk assets such as cash and fixed income investments with a maximum equity content of 60% of the portfolio value.
Balanced
The investment objective is to achieve long-term capital growth with a balanced approach between lower risk assets such as cash and fixed income investments with a maximum equity content of 85% of the portfolio value.
Inheritance Tax Free
The AIM BR portfolio is a discretionary managed portfolio of companies which qualify for Business Relief (BR), thus potentially reducing the Inheritance Tax liability on investor assets.
The portfolio consists of a specific selection of established smaller, high growth companies listed on the London Stock Exchange’s Alternative Investment Market (AIM).
UK Value MPS (Managed Portfolio Service)
The MPS seeks to own stakes in established companies quoted on UK stock markets, in particular investing in neglected, under-priced shares. Following thorough analysis of the underlying business the shares are only bought when the market price is significantly less than intrinsic value, thus providing reassurance on the downside risk.