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Portfolio Management

Many of our clients choose to use our Investment Process for managing their investment funds.

If you are using this method we have shown below our standard portfolios, which cover all attitudes to investment risk from Ultra Cautious to Speculative and all time periods.

Portfolios numbered 1 to 5 are for longer term investments, ideally meaning in excess of 20 years. 1 is the lowest risk portfolio in this time frame and 5 is the highest risk.

Portfolio 1

Portfolio 2

Portfolio 3

Portfolio 4

Portfolio 5

Portfolios numbered 6 to 10 are for medium term investments, meaning from 10 to 20 years. Here, 6 is the lowest risk portfolio and 10 is the most risky.

Portfolio 6

Portfolio 7

Portfolio 8

Portfolio 9

Portfolio 10

Portfolios 11 to 15 are for shorter term investments, meaning from 5 to 10 years. Here, 11 is the least risky portfolio and 15 has the most risk.

Portfolio 11

Portfolio 12

Portfolio 13

Portfolio 14

Portfolio 15

Some of these graphs need a little explanation and therefore we have also shown below how to interpret the graphs on each factsheet.

Interpreting the Charts

We would also like to draw your attention to the important notes contained in the Interpreting the Charts document.