Fixed Interest Portfolios

Cost-effective exposure to gilt and fixed interest markets via Exchange Traded Funds (ETFs).

Your clients may be looking for higher levels of income from their investments and cash deposits. In times of turbulent markets and low interest rates, this may prove an attractive solution.

We offer two specially designed model portfolios:

Cautious Model

Designed for risk-averse clients, this portfolio will always have a weighting of 60% in either cash, conventional or index-linked government stock ETFs.

Unconstrained Strategic Model

This portfolio is aimed at clients seeking a a higher potential income and more flexibility.

Our use of ETFs provides full diversification as well as liquidity. We can manage the portfolios in any of the different tax wrappers on the market, including ISAs, pension funds, insurance bonds and offshore wrappers.

The next steps

Call Chris Sandford on 020 7597 1038 or send an email
Once you have assessed the suitability of this service for your client, download the application form and associated literature from this page.