Estate Capital launches a new portfolio – The Conservative Alpha Portfolio

We have taken a strategic review of our current eight investment portfolio range and decided to add a new portfolio to our client offering. This new portfolio will be an active growth portfolio with a risk profile of 4.

The investor risk profile 4 is a popular one and the current offering is our Balanced Income Portfolio. This portfolio has a dividend and yield focus and due to these income requirements has an overweight position in FTSE 100 stock. This portfolio like others in our range has been temporarily holding higher levels of cash as a volatility protector. While this strategy has aided portfolio values in Q1 the cash holding does nothing for returns or income. This is why our Edition 28 income levels have reduced compared to previous editions. We will be reducing cash holdings in the next Edition 29 of the portfolios.

We have decided to offer two different portfolios in the investor risk 4 space and rename some of our existing portfolios to reflect their position on the spectrum better.

We are introducing a new Risk 4 portfolio aimed at growth investors and will be named the Conservative Alpha Portfolio. This portfolio will be a more equity focused version of our existing Risk 3 Conservative Portfolio which will stay a Risk 3 but will be renamed the Cautious Portfolio.

Our existing Risk 4 Balanced Income Portfolio will be renamed the Conservative Income Portfolio.

Our existing Risk 6 Balanced Higher Income Portfolio will be renamed the Balanced Income Portfolio. The risk profile will remain 6. Both the renamed Conservative Income and Balanced Income Portfolios will be aimed at investors seeking income from either an investment or pension fund and will therefore hold higher eightings in fixed interest securities to achieve this.

Our new range of portfolios will therefore be:

---

Comments are closed.