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Passive portfolios hold equity and bond tracker funds on a buy and hold basis to seek capital growth at a low cost.
Growth portfolios hold a blend of active and passive equity and bond assets on a buy and hold basis to seek capital growth.
Guardian portfolios hold low-cost equity and bond assets to capture upside growth and aim to manage volatility to protect portfolio values from downside losses.
Fusion portfolios hold a combination of passive and active funds to capture upside growth and aim to protect portfolio values from downside losses.
Green Path portfolios hold equity and bond assets to take a positive approach to responsible investment.
Heritage portfolios hold actively managed investment trusts to gain greater capital growth over the longer term.
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US markets rallied by between 9% and 11% yesterday as investors priced in two pieces of good news. Donald Trump surprised markets by suggesting yesterday that the US lockdown could be over by Easter. Clearly this timeline is not in…
In the past few weeks, we have witnessed the most dramatic loss of wealth and liberty that the world can recall in peacetime. The Dow Jones Industrial Average has fallen by 32.3% and millions of people throughout the world are…
Perhaps we can learn from the stock market performance from 1917 when the world was gripped by both the Great War and deadliest flu virus in history. The so called Spanish Flu infected an estimated 500 million people which in…
In this past week we have witnesses a massive ramping up of action taken by national governments and central banks across the world as they seek to win the battle against the health and economic impact of the Coronavirus pandemic.…
US equity markets yesterday saw double-digit falls at close to -12%, the worst single day since Black Monday October 1987, and only the third worst session since October 1929. As well as the fall in equities, yesterday also saw a…
Last week was the worst week for stock markets since 2008. The FTSE 100 index has in one month fallen in value by 27%. It stood at 7452 on Valentine’s Day and by Friday 13th March was down to 5366.…
Back in November 2019, when I was conducting my research for the 32nd Edition of our investment portfolios, the outbreak of Coronavirus in Wuhan province and the impact it was starting to have upon the health of China was one…
Rishi Sunak’s first Budget took place against the backdrop of the global outbreak of COVID-19. Not surprisingly the UK’s response to this was the initial focus – providing some much needed short term financial measures in the current uncertainty, from…
Monday saw world stock markets fall by around 8% due to the combination of the still unknown economic impact of the growing Coronavirus pandemic and sudden heavy falls in the price of Brent crude oil. Oil prices have plunged by…
