Willis Owen Portfolios

Making your investment choices easier

Having first identified your aims and objectives, there are three steps you need to take to build a successful investment portfolio. First of all you need to make a list of all the funds you like. Secondly, you need to decide what combination of equities, bonds, property and cash you feel comfortable with, depending on the level of risk you are prepared to take. Finally, you need to combine only the very best of these funds into your portfolio - making sure they provide you with a good spread of different fund management styles, exposure to different sizes of company and geography. This can be complicated and time consuming, so we have done it for you!

Our Research Team has put together three portfolios for your consideration:

  • Global Opportunities Portfolio
  • Balanced Portfolio
  • Income Portfolio

Each portfolio offers exposure to some of the most talented and respected und managers in the UK fund industry.

Global Opportunities

I’m seeking higher capital growth potential from a portfolio of global equity funds – go to the Global Opportunities Portfolio

Balanced

I’d like a combination of capital growth and income from a well-balanced portfolio – go to the Balanced Portfolio

Income

I’m looking for a healthy starting level of income with the potential for a growing income stream over the longer term, with modest capital growth – go to the Income Portfolio