Take a fresh look at Investment Trusts
For many years, the UK IFA community has not, in the main, promoted the benefits of investment trusts to their clients. This has perhaps been due to the alternative unit trusts and latterly OEICs o...
Heritage Strategic Portfolio
Aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments trusts.
The Heritage Strategic Portfolio is a an active growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments trusts.
The equity element of the portfolio will not exceed 70%.
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 Strategic Portfolio is benchmarked against the average performance of the Mixed Investment 40%-85% equity Sector.
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The benefits of Investment Trusts
Many seasoned City professionals will expound the virtues of closed-ended investment trusts over their open-ended investment company (OEIC) counterparts. Investment trusts highlight lower fees, inc...