Investment solutions
Equity Portfolio Service
Higher risk. Greater potential.
This service is for clients who wish to be solely invested in UK Equities. Due to the potential volatility Equities are deemed to be higher in risk and for this reason the investment time horizon should be long term.
Two investment styles have been designed in order to provide a service to support differing client circumstances and risk appetite (Balanced and Multi-cap). Both have a maximum Equity weighting of 100%.
There are two Equity investment approaches:
Balanced.
Designed to represent the UK element of a balanced multi-asset portfolio and also for clients who have the risk appetite for a portfolio with between 75% and 100% invested in equities. This strategy aims to preserve your wealth above the rate of inflation. Given this target, it also attempts to generate equity returns through a portfolio of UK Equities focused on larger capitalised companies.
Multi-cap.
Designed for clients who have the risk appetite for a portfolio with between 75% and 100% invested in equities. This strategy aims to preserve your wealth above the rate of inflation. Given this target, it also attempts to generate the highest return achievable with a portfolio comprised of equities, predominantly large capitalised companies but with some exposure to medium and smaller companies depending on market conditions and the economic cycle.
Contact Psigma.
To invest in our Equity Portfolio Service, either email businessdevelopment@psigma.com or call 020 3327 5450.