Portfolio types

Which portfolio type are you from the choice below?

If you are not sure feel free to use our Portfolio Questionnaire first.

Defensive Income

A cautiously minded portfolio designed to produce a steady level of income by investing into government and corporate bonds as well as Blue chip equity and protect the nominal capital invested.

This is achieved by using a cautious investment approach primarily focused on UK government and corporate bonds with limited exposure to equities to provide a degree of inflation-proofing.

Learn more about our IMS Defensive Portfolio

High Income

This portfolio is constructed to produce a higher level of income and growth by investing into corporate bonds as well as UK and international equity income.

To provide a high level of income and a long-term capital return in excess of the benchmark.

This is achieved by using an investment approach balanced between fixed interest securities and UK and international equity allowing the portfolio to benefit from higher levels of income and also potentially higher returns.

Learn more about our IMS High Income Portfolio

Cautious

Designed for the lower risk investor this portfolio invests in a mix of fixed interest and equity to generate a return balanced between the two types of asset.

The objective is achieved by using a balanced investment approach gaining exposure to a number of different asset types including shares and bonds, primarily in the UK, with a focus on Blue chip, higher rated instruments.

Learn more about our IMS Cautious Portfolio 

Balanced

Whilst remaining largely centered on the UK this portfolio includes elements of developed and emerging market equity with a view to producing a higher level of return.

The objective is achieved by using a balanced investment approach gaining exposure to a number of different asset types including shares and bonds across a broad range of international markets enabling a better trade-off between risk and return.

Learn more about our IMS Balanced Portfolio

Growth

Investing into a range of geographic regions this portfolio has a focus on higher risk assets making it suitable for investors willing to take on more risk for higher potential gain.

This objective is achieved by using a diverse investment approach across a variety of geographical regions and industrial sectors exchanging a higher level of risk with the potential for a greater rate of return.

Learn more about our IMS Growth Portfolio 

Ethical

This portfolio is designed to provide long term capital growth whilst ensuring funds meet our social and ethical standards and therefore is suitable for individuals with a medium to high attitude to risk who are looking for a capital return but not at any cost*.

*Due to its restrictive nature this portfolio is not used in conjunction with the risk questionnaire.

Learn more about our IMS Ethical Portfolio

 

IMS Capital is a trading style of Compass Wealth Management Consultants Ltd, Active Financial Partners Ltd and Ae Financial Services Ltd which are authorised and regulated by the Financial Conduct Authority. Part of the Harwood Wealth Management Group PLC.