Portfolio review - Adventurous Risk Profile
Further to the most recent investment review, we have made the following adjustments to the City House Investors Discretionary Managed Portfolio Service Adventurous Risk Portfolio.
In line with our portfolio investment policy statement we have made changes to the Adventurous portfolio this month. Funds have been added or removed, because the overall performance and risk profile meets, or fails to meet, the criteria of the City House Investors managed portfolio service fund selection model. Additionally we have adjusted the portfolio asset allocation as appropriate to current market conditions.
Your actual portfolio allocation may vary slightly from the details on this page, depending on fund availability within the platform that you are invested in. details of the exact holdings and adjustments within your portfolio are provided to you via your quarterly investment report.
Methodology
This portfolio will be managed using a strategic asset allocation model that is in line with the risk mandate and the time horizon of the portfolio. We may adjust the asset allocation on an ongoing basis with a tactical overlay, this will increase or decrease allocation to certain asset classes based on our view of potential opportunities within the various sectors.
We will populate the selected asset classes within your portfolio with mix of index tracking funds and/or actively managed funds, depending on our view of potential growth and risk of available funds. We will review the funds that you are invested in periodically as we feel is appropriate.
Short Term (3-7 years) revised %
Short Term (3-7 years) historic %
Medium Term (8-15 years) revised %
Medium Term (8-15 years) historic %
Long Term (16+ years) revised %
Long Term (16+ years) historic %
Risk Profile description - Adventurous
As an 'Adventurous' investor you are prepared to take a substantial degree of risk with your investment(s) in return for the prospect of the highest possible longer term investment performance. You appreciate that over some periods of time there can be significant falls, as well as rises, in the value of your investments and you may get back less than you invest. This strategy holds significant risk in the shorter term. A typical 'Adventurous' investor will usually be invested entirely in equities, both in the UK and overseas. There may also be a proportion of the investment in specialised equities.