Growth and Income Portfolios
We recognise that choosing how to invest your money can seem daunting. To help you choose investments that are appropriate to you, we have created risk-related Growth and Income Portfolios from our range of funds designed to help investors achieve their financial objectives.
The Growth Portfolios are designed for investors aiming to build up the value of their wealth and achieve capital growth over the medium to long term, for example those investing for the future, investing for retirement or investing to pay future school or university fees. There are six Growth Portfolios, with differing levels of risk.
The Income Portfolios aim to generate an attractive and sustainable level of income. These Portfolios may be appropriate for investors who are looking to generate additional income for retirement. There are three Income Portfolios, with differing levels of risk. The higher risk Portfolios will not necessarily provide a higher level of income, but they have greater potential for rising income and capital growth over the medium to long term.
For more information, about our Growth and Income Portfolios or for a review of your existing investment plans, please get in touch.
Investments managed by Malcom Gifford Wealth Management and there values will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.