Nevis Growth Portfolio
This Fund is suitable for those investors who require a more growth orientated portfolio, or those with a longer investment horizon. The Fund has allocations to cash, fixed interest and property but this portion of the fund is far smaller than in the Conservative Portfolio. Equities, both UK and international, constitute around 70% of the fund.
Typical Asset Breakdown Typical Equities Breakdown
Investment strategy
The Investment Adviser for both Funds is North Investment Partners. Each of the portfolios within the Nevis Fund Range will be managed by North to reflect Johnston Financial’s investment philosophy and strategy,
which has been developed over a number of years.
We have set target asset allocation benchmarks which we believe are appropriate to the Funds’ aims. Each quarter, in both the Nevis Conservative and the Nevis Growth Portfolios, the Investment Advisers will adjust
the asset allocation breakdowns depending on the prevailing economic outlook and their views on the potential offered by different countries and asset classes. Each asset class can vary from the benchmark by up to 10% on either side. In this way the Nevis Funds should always be positioned to profit from the best investment opportunities.
The Investment Advisers look to select the most suitable funds within each geographic region, using a proven investment process that involves both in-depth fund analysis and regular one-to-one fund manager meetings. Their aim is to create an appropriate blend of funds to deliver consistently superior levels of
investment performance. They will conduct formal reviews of the Nevis Fund portfolios each quarter and are constantly reviewing the market for fund manager changes and any other factors that might require more immediate action. Johnston Financial will hold frequent discussions with the Investment Advisers concerning the investment process. No matter which option you pick, you can be assured that it will contain a well-balanced mix of handpicked funds, selected using a rigorous and proven fund selection process.
Download the Nevis Growth Factsheet now
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.