Thank you for attending the race day roadshow. This webpage provides the instructions on how to grow your sunflower and further information on the services we discussed with you.
Instructions for planting your pencil:
We hope you enjoyed hearing from Phoebe Stone, Partner and Head of Sustainable Investing. To hear more about the importance of sustainable investing and the opportunities it presents, please watch the video below.
Our Model Portfolio Service (MPS) is a discretionary investment service comprising six diversified portfolios. The portfolios have been designed to meet a range of objectives and risk appetites and are managed to a target matrix.
|Target (over five years)|
|Volatility %||Return % pa||Maximum loss %|
|Defensive||2 to 4.75||3.0 to 4.5||-5.0|
|Cautious||4 to 7||4.5 to 6.0||-9.1|
|Balanced||5 to 9||5.2 to 7.5||-13.5|
|Growth||8 to 13||6.0 to 8.0||-19.0|
|Adventurous||10 to 16||7.0 to 10.0||-25.0|
|Strategic||Annual target income of 3.5%|
Where targets are given, these are for indication purposes only; the actual figures achieved could be more or less than the ranges given.
Our Bespoke Portfolio Service is a tailored wealth management solution for clients with individual investment characteristics including specific financial objectives, attitude to risk, income requirements, tax considerations and ethical views. The investment manager will work closely with you and your client to ensure the scope of the client's investment needs are fully understood.