Self-managed portfolios

Our self-managed portfolios are designed to either provide you with capital growth or a regular income.

Active

Portfolios that are built using actively managed funds. Such funds are managed by professionals who use their judgement to decide where and how to invest, in line with the fund’s objectives. Actively managed funds tend to be more expensive than passive funds but offer the potential (although not the guarantee) of outperforming their chosen benchmark. These portfolios are designed for investors looking for capital growth.

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Passive

Portfolios that are built using passive funds. These funds track the performance of certain markets and indices (for example the FTSE 100) and so do not depend on a professional making investment decisions. As a result, these portfolios are cheaper than active portfolios but there is no potential for the underlying funds to outperform their benchmarks. These portfolios are designed for investors looking for capital growth.

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Investing for Income

A portfolio that is built using actively managed income funds. The funds which make up this portfolio aim to pay a regular income (in the form of dividends and interest). The portfolio is designed to provide a reasonable level of regular, variable income with the potential, but no guarantee, that your capital may also grow over time.

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