Why Choose Us Risk profiles will affect asset allocation, which in turn will effect how a portfolio performs.
Our prudent portfolio provides an investment solution for those clients who have a relatively low tolerance and capacity for risk. As a consequence, the portfolio holds limited equity funds, instead consisting largely of what we refer to as defensive asset classes. The objective of our prudent portfolio is to achieve real capital growth, in excess of the interest available to cash accounts, while maintaining an essentially defensive strategy.
Fiducia Prudent Portfolio
Consumer Price Index +1%
Data is sourced from Financial Express and is as at the previous month end. Performance shown is Total Return (GBP) income re-invested net of tax, net of annual fund charges (OCF - Ongoing Charges Figure), standard Fiducia Annual Management fee of 1% and assumed custodian fee of 0.3%. No initial or switch fees included. The impact of any initial charge can be material on the performance of the investments. Past performance is no guarantee of future returns, the value of the portfolios and income from them is not guaranteed and may fall as well as rise and investors may not get back the amount invested. The price of shares and units and the income therefrom can fluctuate and may be affected by exchange rate variations. The performance of the Fiducia Portfolio illustrated is based on current and historical holdings. The funds and their weightings within the Fiducia portfolio will change from time to time and such changes may not be made immediately to clients’ portfolios. Performance is based on holding the underlying funds direct with each investment company. Investments will, however, be held via a custodial platform. Custodial platforms charge an annual fee for their service and as a result of bulk purchasing power, secure fund discounts. Depending on the size of discounts negotiated and total amounts invested, the actual performance of clients’ portfolios may therefore differ from that shown. While all reasonable efforts have been made to ensure that data is accurate and up to date, no representations or warranties are given as to the reliability, accuracy or completeness of data. Fiducia Wealth Management Ltd. are authorised and regulated by the Financial Conduct Authority. FCA No. 408210.
Our balanced portfolio provides an investment solution for those clients who have a medium tolerance and capacity for risk. This portfolio utilises a highly diversified strategy and the objective of this portfolio is to achieve real capital growth, in excess of the interest available to cash accounts, while maintaining an investment strategy appropriate for a ‘balanced’ style of investor.
Fiducia Balanced Portfolio
Consumer Price Index +2%
Data is sourced from Financial Express and is as at the previous month end. Performance shown is Total Return (GBP) income re-invested net of tax, net of annual fund charges (OCF - Ongoing Charges Figure), standard Fiducia Annual Management fee of 1% and assumed custodian fee of 0.3%. No initial or switch fees included. The impact of any initial charge can be material on the performance of the investments. Past performance is no guarantee of future returns, the value of the portfolios and income from them is not guaranteed and may fall as well as rise and investors may not get back the amount invested. The price of shares and units and the income therefrom can fluctuate and may be affected by exchange rate variations. The performance of the Fiducia Portfolio illustrated is based on current and historical holdings. The funds and their weightings within the Fiducia portfolio will change from time to time and such changes may not be made immediately to clients’ portfolios. Performance is based on holding the underlying funds direct with each investment company. Investments will, however, be held via a custodial platform. Custodial platforms charge an annual fee for their service and as a result of bulk purchasing power, secure fund discounts. Depending on the size of discounts negotiated and total amounts invested, the actual performance of clients’ portfolios may therefore differ from that shown. While all reasonable efforts have been made to ensure that data is accurate and up to date, no representations or warranties are given as to the reliability, accuracy or completeness of data. Fiducia Wealth Management Ltd. are authorised and regulated by the Financial Conduct Authority. FCA No. 408210.
Our growth portfolio provides an investment solution for those clients who have a higher than average tolerance and capacity for risk. Our portfolio utilises a predominantly equity based strategy, and through this aims to achieve a high degree of real capital growth over the medium to long term.
Fiducia Growth Portfolio
Consumer Price Index +3%
Data is sourced from Financial Express and is as at the previous month end. Performance shown is Total Return (GBP) income re-invested net of tax, net of annual fund charges (OCF - Ongoing Charges Figure), standard Fiducia Annual Management fee of 1% and assumed custodian fee of 0.3%. No initial or switch fees included. The impact of any initial charge can be material on the performance of the investments. Past performance is no guarantee of future returns, the value of the portfolios and income from them is not guaranteed and may fall as well as rise and investors may not get back the amount invested. The price of shares and units and the income therefrom can fluctuate and may be affected by exchange rate variations. The performance of the Fiducia Portfolio illustrated is based on current and historical holdings. The funds and their weightings within the Fiducia portfolio will change from time to time and such changes may not be made immediately to clients’ portfolios. Performance is based on holding the underlying funds direct with each investment company. Investments will, however, be held via a custodial platform. Custodial platforms charge an annual fee for their service and as a result of bulk purchasing power, secure fund discounts. Depending on the size of discounts negotiated and total amounts invested, the actual performance of clients’ portfolios may therefore differ from that shown. While all reasonable efforts have been made to ensure that data is accurate and up to date, no representations or warranties are given as to the reliability, accuracy or completeness of data. Fiducia Wealth Management Ltd. are authorised and regulated by the Financial Conduct Authority. FCA No. 408210.
Our adventurous portfolio provides an investment solution for those clients who have a very high tolerance and capacity for risk. The objective of our portfolio is to achieve a high degree of real capital growth over the medium to long term, using a strong bias towards Global Equity. Furthermore, the portfolio has a higher weighting towards Global Emerging Markets and invests a greater proportion in alternative asset classes.
Fiducia Adventurous Portfolio
IA Flexible Investments
Data is sourced from Financial Express and is as at the previous month end. Performance shown is Total Return (GBP) income re-invested net of tax, net of annual fund charges (OCF - Ongoing Charges Figure), standard Fiducia Annual Management fee of 1% and assumed custodian fee of 0.3%. No initial or switch fees included. The impact of any initial charge can be material on the performance of the investments. Past performance is no guarantee of future returns, the value of the portfolios and income from them is not guaranteed and may fall as well as rise and investors may not get back the amount invested. The price of shares and units and the income therefrom can fluctuate and may be affected by exchange rate variations. The performance of the Fiducia Portfolio illustrated is based on current and historical holdings. The funds and their weightings within the Fiducia portfolio will change from time to time and such changes may not be made immediately to clients’ portfolios. Performance is based on holding the underlying funds direct with each investment company. Investments will, however, be held via a custodial platform. Custodial platforms charge an annual fee for their service and as a result of bulk purchasing power, secure fund discounts. Depending on the size of discounts negotiated and total amounts invested, the actual performance of clients’ portfolios may therefore differ from that shown. While all reasonable efforts have been made to ensure that data is accurate and up to date, no representations or warranties are given as to the reliability, accuracy or completeness of data. Fiducia Wealth Management Ltd. are authorised and regulated by the Financial Conduct Authority. FCA No. 408210.
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