Heritage Financial Services: Income & Growth Portfolios

The simplest way to invest is to use one of Heritage's ready made portofolios. We have designed them carefully with the brief to outperform their respective benchmarks. The commission rebates and other enhancements we offer when you choose your own funds still applies when you use our portfolios. When you have decided which one to go for click on the respective link and follow the simple secure on-line or paper based application instructions.

Please note: We are unable to manage these portfolios for you. It is up to you to manage your own funds, either on-line yourself; e-mail us or revisit our website to find out if we have made any alterations. If you would like us to take a closer look at your investments, you may wish to sign-up to our Investment Review Service. Contact us to find out more.

Heritage portfolios have been designed to make investing in ISAs, OEICs, Unit Trusts and SIPPs easier. We have constructed five portfolios for five different investment categories. Firstly, decide whether or not you want to take an income from your portfolio? If you do, look at the Heritage Income Portfolio. Perhaps capital growth is more what you are targeting with your investment? Heritage have constructed four portfolios designed to achieve capital growth, each with a different risk profile. For the adventurous investor who can accept a higher degree of risk in return for higher return, we have the Balanced and Progressive portfolios. For those a bit more cautious, and who are prepared to receive a lower rate of return, we have the Cautious and the Moderate. If you are unsure as to what category you fit in give us a call on 01983 527111. We have now added an Ethical Portfolio to our range. for more details of what ethical investment is and why it is becoming increasingly popular, click here.

		Heritage Informer
Home Income Portfolio Cautious Growth Moderate Growth Balanced Growth Progressive Growth Ethical Portfolio	The simplest way to invest is to use one of Heritage's ready made portofolios. We have designed them carefully with the brief to outperform their respective benchmarks. The commission rebates and other enhancements we offer when you choose your own funds still applies when you use our portfolios. When you have decided which one to go for click on the respective link and follow the simple secure on-line or paper based application instructions. Please note: We are unable to manage these portfolios for you. It is up to you to manage your own funds, either on-line yourself; e-mail us or revisit our website to find out if we have made any alterations. If you would like us to take a closer look at your investments, you may wish to sign-up to our Investment Review Service. Contact us to find out more. Heritage portfolios have been designed to make investing in ISAs, OEICs, Unit Trusts and SIPPs easier. We have constructed five portfolios for five different investment categories. Firstly, decide whether or not you want to take an income from your portfolio? If you do, look at the Heritage Income Portfolio. Perhaps capital growth is more what you are targeting with your investment? Heritage have constructed four portfolios designed to achieve capital growth, each with a different risk profile. For the adventurous investor who can accept a higher degree of risk in return for higher return, we have the Balanced and Progressive portfolios. For those a bit more cautious, and who are prepared to receive a lower rate of return, we have the Cautious and the Moderate. If you are unsure as to what category you fit in give us a call on 01983 527111. We have now added an Ethical Portfolio to our range. for more details of what ethical investment is and why it is becoming increasingly popular, click here. Heritage Portfolios


		Quick Links: Income Portfolio Cautious Growth Moderate Growth Balanced Growth Progressive Growth Ethical Portfolio

Heritage Portfolios