Asset Class Profiles

In order to provide a stable and well diversified investment the Private Client Sub-Funds will invest across a range of assets including equities, bonds, property, hedge funds, cash and other assets. Not only that but they will also have the ability to switch the percentage of holdings in each asset category according to performance of each asset group or if market conditions and / or prospects change.

This section gives you an outline of the asset classes utilised and scope of assets the Sub-Funds will hold.

To find out more click on the asset class below to get more information on how this asset class will feature in the Sub-Funds.

Important Information

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.

Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.