Model Portfolios 

We offer 6 model portfolio options. There are 3 different risk categories. Each category of risk is suited to 2 model portfolios, one offering mainly passive index funds whilst the other offers active managed funds. The Risk levels offered are:

• Balanced
• Moderately Adventurous
• Adventurous

We review the model portfolios on a six monthly basis and if considered appropriate, alterations will be made to the mix of funds and updated on the website for you to view and re-align your portfolio if desired.

The review dates are March and September

It is important to understand that our definitions of the risks a particular Model may pose can differ from your own. If on reflection you feel it would be more appropriate to have an in depth analysis of your risk profile then please contact us for personal advice. This service is available in line with our standard terms and charges which are available upon request.

Deciding which model is right for you