Thank you for your time at PIMS. 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, at the conference. 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.
The Bespoke Model Portfolio Service (BMPS) provides you with a set of model portfolios custom built for your specific client base. The service is intended to be fluid in the design and operation of what we believe is a truly flexible and comprehensive in house investment solution. For more information on the benefits of discretionary fund management, please click here.
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.
To view our services online please visit our website. For more information on any of the above or the additional services we may have spoken to you about including our Volare and Verus Multi-Asset Funds, LGT Vestra US or the International/offshore offerings, please contact us.