Nevis Conservative Portfolio
The Nevis Conservative Portfolio is aimed at the more cautious investor looking for either regular income or low risk growth.
This Fund aims to provide a yield in excess of that offered by the FTSE All Share Index whilst, at the same time, offering the potential for capital growth over the medium to long term.
It is designed for the more cautious or income seeking investor looking for a core portfolio holding. Around half the Fund’s target benchmark is invested in cash, fixed income and property, whilst the remainder is
invested in well-managed UK equity funds, with a bias to those that generate dividends.
Typical Asset Breakdown
The Fund is diversified not only across the asset class spectrum, but also by type of fund and fund management company. In this way the Fund should enjoy smoother returns over the long term.
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You should remember that past performance is not a guide to future returns and the price of shares and the income from them may go down as well as up and you may get back less than you invested. Investment in these funds should be viewed as a long term investment.
Exchange rates will also cause the value of underlying investments to fall as well as rise. Tax concessions are not guaranteed and may be changed at any time, their value will depend on your individual circumstances.