Heritage Cautious Portfolio

Aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.

The Heritage Cautious Portfolio is an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of equity investment trusts.

The equity element of the portfolio will not exceed 40%.

The chosen investment trusts and investment funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals or cash.

The Heritage Cautious Portfolio is benchmarked against the average performance of the Mixed Investment 20%-60% equity Sector.

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Heritage Portfolios, a low-cost actively managed portfolio service designed for long-term capital growth through the use of investment trusts.

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