Fixed Interest Portfolio Service
Blended funds. Growth above inflation.
Our Fixed Interest Portfolio service invests in a range of funds available across the fixed interest spectrum. We aim to achieve a net return materially ahead of inflation – approximately 4-5% per annum. Our carefully selected asset mix should outstrip both cash rates and inflation over the next few years.
Through our external partnerships we have superb insight into markets and receive high quality research.
We are global in our approach and do not have a specific focus on the UK.
We have consistently delivered returns ahead of inflation.