Our Portfolio Management Service offers a choice of actively managed investment solutions, comprising 4 risk targeted portfolios and 3 income portfolios, designed to meet the different long-term investment needs of investors.
Each portfolio has two tiers of active management designed to keep each of our portfolios on track to achieve their investment objectives and to provide truly diversified portfolios to spread your investment risk.
Each of our three income portfolios is focussed on generating a different level of income, compared to the other two income portfolios, with the potential for some long-term investment growth. And to help you plan, you can choose to have income paid to you either monthly or quarterly.
We offer a choice of four risk-targeted growth portfolios designed to provide access to different growth opportunities, with a range of expected risk and return profiles. So, whether you are a conservative investor, more adventurous or somewhere in the middle, we hope that one of our growth portfolios will closely match your risk profile and long-term growth expectations, as assessed by your financial adviser.
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