"Six Of The Best - When Times Are Hard" Portfolio Funds
Jupiter High Income
The pedigree fund from a quality stable of managers. This is a long-term Equity and Bond fund benefiting from the highly respected Tony Nutt. An essential part of any portfolio.
Download the fund factsheet (150k, PDF)
Invesco Perpetual High Income
The highly renowned Neil Woodford manages this Equity Income fund in a distinctive style taking contrary views on the market. With a massive following, this is the most popular fund with our clients.
Download the fund factsheet (150k, PDF)
JPM Cautious Total Return
This is not a guaranteed fund, however, the aim is to preserve and grow capital, seeking a return of 3% pa above base rate over three years and minimises losses by holding a wide mix of assets - cash, bonds, convertibles and equities. A great diversifier in today’s market.
Download the fund factsheet (220k, PDF)
Artemis Global Growth
From a leading investment house, with a consistent track record, this fund offers our clients excellent worldwide coverage, spot on for those not wanting to make all the decisions themselves.
Download the fund factsheet (220k, PDF)
Allianz RCM BRIC Stars
At the top of the risk tree, this fund concentrates investments in Brazil, Russia, India and China. It's a fabulous and famous fund, providing you can cope with the higher volatility.
Download the fund factsheet (90k, PDF)
T. Bailey Growth
A multimanager fund from a firm well known to our clients. You get a global spread of holdings, with a higher level of diversification and investments are held both in the UK and overseas.
Download the fund factsheet (850k, PDF)
Use our portfolio splitter to see our suggested split of your investment