Portfolio review - Moderate to 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 Moderate to Adventurous Risk Portfolio.
In line with our portfolio investment policy statement we have made changes to the Moderate to 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 - Moderate to Adventurous
As a 'Moderate to Adventurous' investor you are prepared to take a medium degree of risk with your investment(s) in return for the prospect of improving longer term performance. Short term capital protection is not important to you and you are willing to sacrifice some long term protection for the likelihood of greater returns. A typical 'Moderate to Adventurous' investor will be invested mainly in equities but with other assets included to provide some diversification. There may be a small amount of specialised equity within the portfolio.