Objective
The Adventurous Portfolio, is a high risk portfolio, which is run on a full discretionary basis. It seeks out the greatest growth opportunities by investing in assets displaying growth in the UK and throughout the world. It is, by its nature more volatile in the short-term and is not aimed at generating income.
Income & yield
The portfolio currently generates a yield of 3.11% (as at 31 March 2012). This can then be taken as income on a monthly, quarterly or half yearly basis or reinvested into the portfolio as agreed with the investor.
Top 10 Holdings (%) (as at 31 March 2012)
| 1. CF IM UK Growth Fund |
28.50 |
| 2. CF IM Global Strategy Fund |
16.50 |
| 3. ISHARES MSCI WORLD |
5.50 |
| 4. Cash |
5.00 |
| 5. ISHARES GBP CORPORATE BOND |
2.50 |
| 6. CF IM Bond Fund |
2.50 |
| 7. BP PLC |
2.50 |
| 8. ISHARES FTSE 250 |
2.50 |
| 9. ISHARES China |
2.00 |
| 10. ISHARES EURO STOXX GROW-L |
2.00 |
Based on a 50:50 spilt between direct holdings and collective holdings. Actual allocations will vary by client.
The information within this portfolio is believed to be correct but cannot be guaranteed. Opinions, interpretations and conclusions represent our judgement as of this date and are subject to change. Past performance is not a guide to future performance.
The value of shares, and the income derived from them, may fall as well as rise. The information contained in this publication does not constitute a personal recommendation and the investment or investment services referred to may not be suitable for all investors, therefore, we strongly recommend you consult your professional adviser before taking any action.
All references to taxation are based on current levels and practices, which may be subject to change. The value of any tax benefits will be dependent on the individual.