Click below to find out about each of our portfolios in more detail.
Active Growth 3
Our cautious portfolio – this seeks capital growth over the long term while remaining within the parameters of Dynamic Planner’s risk profile 3. This is to be achieved via a diversified portfolio that will typically include cash, fixed interest, equities, and alternative investments.
EquitiesFixed Interest
Alternatives
Money Markets
Active Growth 4
Our prudent portfolio – this seeks capital growth over the long term while remaining within the parameters of Dynamic Planner’s risk profile 4. This is to be achieved via a diversified portfolio that will typically include cash, fixed interest, equities, and alternative investments.
EquitiesFixed Interest
Alternatives
Money Markets
Active Growth 5
Our balanced portfolio – this seeks capital growth over the long term while remaining within the parameters of Dynamic Planner’s risk profile 5. This is to be achieved via a diversified portfolio that will typically include cash, fixed interest, equities, and alternative investments.
EquitiesFixed Interest
Alternatives
Money Markets
Active Growth 6
Our dynamic portfolio – this seeks capital growth over the long term while remaining within the parameters of Dynamic Planner’s risk profile 6. This is to be achieved via a diversified portfolio that will typically include cash, fixed interest, equities, and alternative investments.
EquitiesFixed Interest
Alternatives
Money Markets
Active Growth 7
Our adventurous portfolio – this seeks capital growth over the long term while remaining within the parameters of Dynamic Planner’s risk profile 7. This is to be achieved via a diversified portfolio that will typically include cash, fixed interest, equities, and alternative investments.
EquitiesFixed Interest
Alternatives
Money Markets
