OUR DISCRETIONARY SERVICE
If you want our investment professionals to make the day-to-day, investment decisions on your behalf, we work to build an individual portfolio to suit your requirements. It's a truly personal service you get, at the same time you can see your portfolio online at any time.
Points to consider
- In making any choice of investment you need to consider the level of risk you are prepared to take and how much you need to achieve over what time.
- Investing in our funds is a long term commitment and not really suited to those who wish to invest for less than 5 years.
- And of course you must always remember that, however much we aim to improve the predictability of the returns that our funds achieve for you over the longer term, there can be no guarantees; the value of investments may go up and down and you may get back less than you invested originally.
- If you are in any doubt about the suitability of the investment or service, you should consult a professional financial adviser.