Heritage Investment & Pension Portfolios
Investment Strategy
Our investment strategy is relatively simple. We diversify our client's monies over a range of investment sectors according to macro economic circumstance and the level of risk the client is able to tolerate. Within each investment sector we conduct our own research into the individual funds available and recommend only those that meet our criteria for fund selection. We review the funds that make up our portfolios on a six monthly basis (Jan & July).
For a breakdown of the portfolio asset allocations and funds, click on the relevant links below:
We also offer three risk appropriate income portfolios available to clients who want to draw a regular income from their ISAs or collective investments such as OEICs or Unit Trusts.
For a breakdown of the portfolio asset allocations and funds, click on the link below:
Servicing Propositions
Here at Heritage, we know that setting our clients up with the right investments is only the start of the process. We maximise the chances of our clients getting a decent return from their investments by providing a range of ongoing management services.
Whether you are invested in pensions for the long term or shorter term investments to achieve a specific goal, the value of professional advisers managing your investments cannot be understated.
For a comprehensive explanation of our servicing options, please have a look at The Heritage Service Charter.
For clients with over £75,000 to invest we offer our Premier managment service. We have constructed ten risk appropriate growth portfolios designed to outperform their respective benchmarks whilst keeping charges to a minimum. We have been very successful at this. For details of our Premier portfolio performances for investments and pension portfolios click on the appropriate link below.
We offer access to managed portfolios and low charging tracker portfolios through our Executive and Super Saver management services. Details of the performance and charges of our Cautious, Balanced and Active Managed + Tracker Portfolios can be found by clicking the appropriate link below.
- Executive & Super Saver Investment Portfolio Performance & Charges
- Executive & Super Saver Pension Portfolio Performance & Charges