Make the right moves with your savings & investments
Sutton Brook Wealth Management's
Investment Portfolios
Over a decade of experience guiding people just like you toward a life of financial success.
Lets start with the basics
Funds offer an easy and convenient way to invest your money, for example via a pension or an ISA. They are popular with novice and experienced investors alike. Funds offer an easy way of diversifying across a number of different investments, and access to the skills of a professional fund company, manager and their team.
A fund takes money from investors and diversifies it into many different sectors and assets such as shares, bonds or property with the aim of growing your investment whilst.
There are a number of different ways Funds invest. Some will invest in a broad range of assets across many different countries, while others may invest in one particular asset type, or have a specific geographic focus.
A portfolio is a collection of many funds. This further diversifies your investments and allows us to spread your risk further as well as draw on the expertise of more fund managers.
Portfolios are often used by investors with large investments but at Sutton Brook Wealth Management we offer this for all our clients.
By using portfolios we can further improve on your investment whilst being able to adjust portfolios dependent on global market situation. This is all done whilst taking into consideration your attitude to risk and capacity for loss to ensure we help grow your investments over time.
With a professional making the investment decisions, investing in funds takes away much of the pressure of choosing and managing your own investments. Always remember that investments can fall as well as rise in value so you could get back less than you invest.
Our 5 Portfolios
Funds can go up as well as down
Past performance is not an indication of future performance
Adventurous
Portfolio
Adventurous investors do not typically regard themselves as cautious people and usually view risk as a source of opportunity rather than as a threat. They generally have substantial experience of investment and find investment matters easy to understand. They tend to make investment decisions quite quickly and are not generally anxious about the investment decisions they have made. They typically look for higher returns rather than safer investments. They are comfortable investing in the stockmarket and prefer riskier, but higher retuning investments, to keeping money in bank deposits.
Table correct as of 8th March 2021. Website tables will be updated every few months.
Moderately Adventurous
Portfolio
Moderately Adventurous investors do not typically regard themselves as cautious people and are inclined to view risk as a source of opportunity rather than as a threat. They generally have significant experience of investment and find investment matters fairly easy to understand. They tend to make investment decisions relatively quickly and are not usually particularly anxious about investment decisions they have made. They typically look for higher returns rather than safer investments. They are reasonably comfortable about investing in the stockmarket and typically prefer riskier, but higher retuning, investments to keeping money in bank deposits.
Table correct as of 8th March 2021. Website tables will be updated every few months.
Balanced
Portfolio
Balanced investors do not particularly regard themselves as cautious people and have no strong positive or negative associations with the notion of taking risk. They will typically have some experience of investment and a degree of understanding of investment matters. They will usually make investment decisions reasonably quickly and don’t tend to be particularly anxious about investment decisions they have made. They can be inclined to look for safer investments rather than higher returns, but understand that investment risk may be required to meet their investment goals. While they will take investment risk, they are still not particularly comfortable with investing in the stockmarket and get more comfort from bank deposits and riskier investments.
Table correct as of 8th March 2021. Website tables will be updated every few months.
Moderately Cautious
Portfolio
Moderately Cautious investors tend to regard themselves as quite cautious people and inclined to view risk negatively rather than as a source of opportunity. They typically have limited experience of investment and do not find investment matters particularly easy to understand. They can take a fairly long time to make investment decisions and can be somewhat anxious about investment decision they have made. They are inclined to look for safer investments rather seeking higher returns. They are not particularly comfortable about investing in the stockmarket and tend to prefer bank deposits to riskier investments. They may be willing to take some risk, once the relationship between risk and higher returns has been explained to them.
Table correct as of 8th March 2021. Website tables will be updated every few months.
Cautious
Portfolio
Cautious investors tend to regard themselves as cautious people and view risk negatively rather than as a source of opportunity. They typically have little or no experience of investment and do not find investment matters easy to understand. They can take a long time to make investment decisions and tend to be anxious about any investment decisions they have made. They typically look for safer investments rather than seeking higher returns. They are no comfortable about investing in the stockmarket and typically prefer bank deposits to riskier investments.
Table correct as of 8th March 2021. Website tables will be updated every few months.
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