This portfolio is aimed at maximising growth through investment principally in equities and/or equity focused funds, although an allocation to cash may be used in times of market uncertainty. Potentially, it carries the highest level of volatility and risk coupled with the highest potential for long-term growth at the risk of short- to mediumterm loss.
Typically, this portfolio would form part of a wider wealth management strategy determined by the client, their professional advisor or our relationship managers. It is only suitable for investors with a long-term investment horizon who are prepared to invest for a period in excess of five years.
Dependent on available assets, tax considerations or preference, portfolios can be populated via either a combination of funds, direct securities or a blend.