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Library

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Please browse through our library of literature for further information.

Type Title / Description Release Date
Conservative Portfolio Factsheet
The portfolio seeks to provide steady returns and is suitable for investment over the medium term i.e. a period of at least five years. It typically invests a high proportion in fixed interest investments and absolute return strategies, but also holds other investments such as commercial property and equities, mainly in the UK which, over time, should offer some protection against inflation. 		26/01/2012
Balanced Portfolio Factsheet
The portfolio seeks growth of capital over the medium term, i.e. a period of at least five years, by investing in a wide variety of assets, typically including assets in developed and emerging markets, commercial property, fixed interest and absolute return strategies. 		26/01/2012
Managed Funds Portfolio Factsheet
This portfolio seeks to provide capital growth over the medium term, i.e. a period of at least five years. It invests primarily in a wide range of global equities, but will also hold fixed interest and cash assets, and is spread across a wide number of managers each with a different investment style. 		26/01/2012
Adventurous Portfolio Factsheet
The portfolio seeks to provide higher levels of capital growth by investing a high proportion in global equities, including emerging markets. This may include investing in funds with a concentrated (small) number of stocks. The portfolio may also include some commercial property and fixed interest assets. 		26/01/2012
Immediate Income Portfolio Factsheet
 The portfolio seeks to provide a consistent level of income with some potential for capital growth over the medium term i.e. a period of at least five years. It invests a high proportion in fixed interest assets, predominantly in the UK, and will also typically hold commercial property and equities. 		26/01/2012