News / Views

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

Press here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).
The Moderately Adventurous Model Portfolio aims to achieve long term returns from a combination of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).
The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).
The Highly Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

Listen to our quarterly economic and investment update, recorded on 14th July 2022, with the following contributors from London Wall Partners (“LWP”):

Press here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

Press here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

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