|
There are a number of companies who offer a bespoke managed portfolio
service and we will recommend them in appropriate circumstances.
A managed portfolio of funds provides you with diversified exposure
to a wide range of investment markets, thereby helping to spread
risk. This service is particularly attractive to private investors,
as it provides a cost-effective means of investing across a number
of markets and thus achieving a well-balanced portfolio.
The portfolio is constructed from unit trusts, Open-ended Investment
Companies (OEICS) and investment trusts, all of which are carefully
researched to ensure that they meet the criteria for inclusion in
the preferred range. Tax efficient plans, such as Individual Savings
Accounts (ISAs) and Personal Equity Plans (PEPs) can be included
if appropriate. Once selected, the funds are continually monitored
by the management team to maintain the correct balance within the
client's portfolio.
By using quality management companies who take an individual view
for each client, a portfolio can be designed to suit your investment
objectives, time horizon and attitude to investment risk. An additional
advantage is that you will receive consolidated half-yearly reports,
which present an overview of your complete investment portfolio.
Annual tax reports are also provided, which will greatly reduce
administration with regard to tax returns.
Please contact us to arrange a meeting if
you wish to discuss your investment requirements.
|
