Investment for Growth
Wealth Management – Tactical Growth
Our tactical growth portfolio seeks to provide capital growth over the medium term and aims to outperform cash, as measured by FinEx Money Deposit 90 Days, by a margin of 3% over a one- year period. This would typically mean a portfolio invested in fixed income, equities, and other financial instruments and asset classes with a distribution between asset types.
The model is run without reference to any particular benchmark and therefore can said to be unconstrained as regards asset allocation. For example, if the investment managers can see little benefit in UK equities relative to other assets, they may be significantly underweight in comparison to traditional benchmarks, and in some circumstance they may have no exposure at all. Alternatively, they may be overweight in asset classes in comparison to traditional benchmarks and may consist of up to 100% in a single asset class in exceptional circumstances.
Wealth Management – Tactical Aggressive
Our tactical aggressive portfolio aims to achieve capital growth and outperform cash, as measured by FinEx Money Deposit 90 Days, by a margin of 4% over a one- year period. We would make more use of individual equities, sector investment, leveraged and short positions across any equity market. Although this portfolio may be said to be unrestrained, no investment would be chosen without the unanimous agreement of the members of the Investment Committee.
