Global equity

Objective

This portfolio is aimed at maximising growth through investment principally in equities and/or equity focused funds, although an allocation to cash may be used in times of market uncertainty. Potentially, it carries the highest level of volatility and risk coupled with the highest potential for long-term growth at the risk of short- to mediumterm loss.
Typically, this portfolio would form part of a wider wealth management strategy determined by the client, their professional advisor or our relationship managers. It is only suitable for investors with a long-term investment horizon who are prepared to invest for a period in excess of five years.

Style

Dependent on available assets, tax considerations or preference, portfolios can be populated via either a combination of funds, direct securities or a blend.

Global equity

Growth	Q2 2023	1 year	3 years	5 years
US Dollar	5.2%	13.9%	23.5%	39.6%
Sterling	1.8%	8.0%	21.0%	33.9%

Global growth

Objective

This portfolio is aimed at optimising growth through investment principally in equities and/or equity focused funds. More moderate asset allocations can also be made to fixed-income securities, alternatives, property and cash, as market conditions dictate. Potentially, it carries a lower level of volatility and risk than the Global Equity portfolio; however, the high level of equity investment means that volatility is still likely to be towards the upper end of the risk spectrum, and there is the risk of short- to medium-term loss. The portfolio is only suitable for investors with a long-term investment horizon who are prepared to invest for a period in excess of five years.

Style

Balance is key to all we do. Balance between risk and return. Balance between capital growth and cash generation. Balance between compound and cyclical price performers, amongst others, a keen understanding of the importance balance ensures the best returns for our clients.

Global growth

Growth	Q2 2023	1 year	3 years	5 years
US Dollar	4.1%	11.0%	16.7%	32.1%
Sterling	1.3%	6.7%	16.3%	30.4%

Global balanced

Objective

This portfolio is aimed at optimising returns through investment in a broad range of asset classes including equity-orientated investments, fixed-income securities, alternative investments, property and cash. The diverse nature of the asset classes should result in a moderate level of volatility and is therefore suitable for trustees and individuals alike, although the level of equity investment determines that the portfolio is only suitable for investors with a long-term investment horizon who are prepared to invest for a period in excess of five years as there is the risk of short- to medium-term loss.

Style

This strategy has a proactive ‘top down’ driven style to asset allocation with the weightings to the various asset classes managed within the permitted risk constraints to ensure that the requirements and objectives are being met, and to make tactical allowances for the changing characteristics (and attractiveness) of the various asset classes. Depending on available assets, tax consideration or preference, portfolios can be populated via either a combination of funds, direct securities or a blend.

Global balanced

Growth	Q2 2023	1 year	3 years	5 years
US Dollar	2.8%	8.1%	10.7%	23.3%
Sterling	0.1%	3.4%	8.2%	15.2%

Global conservative

Objective

This portfolio is aimed at achieving more consistent returns utilising a conservative approach to asset allocation. Investment is principally in fixed-income securities with more moderate allocations to equities, alternative investments, property and cash. The diverse nature of the asset classes should result in a lower level of volatility and is therefore suitable for trustees and individuals alike, although the level of equity investment determines that the portfolio is only suitable for investors with a low to moderate risk appetite, with a minimum time horizon in excess of three years, as there is the risk of short- to medium-term loss.

Style

This strategy has a proactive ‘top down’ driven style to asset allocation with the weightings to the various asset classes managed within the permitted risk constraints to ensure that the requirements and objectives are being met, and to make tactical allowances for the changing characteristics (and attractiveness) of the various asset classes. Dependent on available assets, tax consideration or preference, portfolios can be populated via either a combination of funds, direct securities or a blend.

Global conservative

Growth	Q2 2023	1 year	3 years	5 years
US Dollar	1.4%	4.3%	4.4%	11.5%
Sterling	-0.9%	0.6%	3.7%	6.9%