May 01 2013

New Income Portfolio Launched

General News

Following the success of our UK Equity, Overseas Equity and Bond Portfolios and in response to demand from our clients, we have launched a new Income Portfolio.

Over the last year to 30 April 2013 our portfolios have acheived the following returns outperforming the sector averages.

UK Equity Portfolio     20.1%

Overseas Portfolio     17.9%

Bond Portfolio              12.8%

The new Income Portfolio consists of a range of funds from a variety of sectors, including UK and overseas equity, property and bond funds.  The portfolio will target income funds and the initial income will be just below 5% per annum with potential for capital growth.

If you would like to register your interest for the Income portfolio please contact one of our investment consultants.