We review our investment strategy quarterly by our investment committee.
We use our custodian principles to maintain five Growth portfolios for investors who are building up your wealth and three Income portfolios if you need an income from your investment.
The portfolios are diversified across shares, bonds, around the globe, across different investment objectives and divided between low-cost tracker funds and some actively-managed funds. We believe in putting as few layers as possible between your money and stockmarket returns. We use simple, tried-and-tested methods of reducing risk and we take time to explain to you how it all works.
Ask us for a copy of our investment principles and committee meeting minutes.