Moderate Growth
The Heritage Moderate Growth Portfolio is designed for capital growth over the medium to long term. There are a mix of fixed interest, UK, overseas equities and property that provides a blend of low, medium and high risk growth funds. The fund selection is diverse - meaning there is less correlation between the assets - which will help reduce the overall risk. Investors are likely to experience higher levels of fluctuation to the value of their investment compared to the Cautious Portfolio but less than the Balanced and Progessive Portfolios. For more information on each of the component funds, click on the fund name in the key. A new window will open with the data provided by Trustnet. Click on the pie chart itself to see how the Heritage Moderate Growth portfolio has performed against the Balanced Managed sector average.
You can use the Heritage Moderate Growth Portfolio with any of our collective investment vehicles. Simply click on the appropriate quick link to be taken to an application form prepopulated with our moderate growth funds. You'll benefit from our discounts just as if you were to enter the fund selection yourself. You can also use our portfolios when constructing a SIPP, but we are not yet able to prepopulate the application form for you. Print out the form and fill in your details where appropriate. Send it to the address at the bottom of the form or, alternatively, send it to us and we will check it over before sending it on for you. If you would like any help filling in the form please call us and we will be more than happy to help you.
