Portfolio Update June 2010

It has been over 9 months since our portfolios were designed and despite recent falls in the markets all the portfolios have achieved good returns over the last 9 months. 

We set out below the performance of our recommended investment portfolios since inception in September 2009.

	3 Months	6 Months	9 Months
UK Equity	0.6%	2.5%	8.0%
Overseas Equity	-0.7%	6.5%	15.5%
Bond	0.9%	3.3%	7.5%

Please note that past performance is no guide to the future.

UK EQUITY PORTFOLIO

We have incorporated Equity Income funds in the portfolio design with the aim of obtaining exposure to high dividend yielding equities.

OVERSEAS EQUITY PORTFOLIO

Since inception we have continued to advise a reduced exposure to European Equities in favour of US and emerging markets linked equities.

BOND PORTFOLIO

With interest rates predicted to stay low for some time the recommended bond portfolio offers an income yield of 3.8% with some protection against rising inflation.

 

DIVERSIFICATION

Each portfolio invests in a range of funds diversified by manager and sector.

LOW COST PLATFORM

We combine the portfolios with a low cost platform.  We utilise a platform provider that offers a very competitive charging structure with no cost to switches made between funds under that platform.

DRIP FEEDING

The platform also permits funds to be drip fed into the portfolios over a period of time for those investors who are understandably concerned with the timing of the investment.

FLEXIBILITY

The portfolios may be utilised for most SSAS or SIPP schemes, or for ISAs, Trusts or for personal wealth.

For more details please speak to one of our advisors.