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Our aim is to offer a variety of alternative portfolios which will serve the investment objectives which you have identified as being appropriate to yourself.
Our current recommendations are grouped into three distinct portfolios, shown to the right.
Click on the links to see further details.
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THE EQUITY-INCOME PORTFOLIO
We continue to believe the equity income approach is the most effective retirement income system in the UK today. The prospect of a rising income with rising capital (over the long term) is one that has stood the test of time and survived all previous recessions. | |
THE GROWTH PORTFOLIO For those investors not in need of an immediate income we recommend a portfolio based on an internationally diversified selection of unit trusts/OEICs. | |
THE STAR MANAGER'S PORTFOLIO
In the investment arena, as in any other walk of life, some people are more successful than others. Why not, therefore, invest with fund managers whose long-term performance record is better than most? |
