Heritage offer two forms of risk questionnaire. If you are already pretty sure what your risk profile is for the investment in question you can use this 'quick risk profiler' capital growth investors to tell us the level of risk you want in your investments. If you are looking to take an income from your investments click here. If you are not sure the level of risk you should be taking in you portfolio click here.

Details

 

 

Managed Growth

 

Risk Profile

Description

Minimum Recommended Investment Period

 

1

 

Low to Medium

You accept exposing your investment to a small degree of risk, in return for an increased capital growth you would expect from cash savings accounts. You tend to prefer investments that expose your money to less risk of a decline in value.  However, you recognise that in order to achieve higher returns, you accept that you must take some additional risk by investing a small proportion in UK equities. You acknowledge that your investment is more likely to fluctuate in value during the investment period.

The aim of the fund is to achieve long-term capital growth by investing in collective investment schemes across a relatively high number of different management groups.

(HFS Cautious Managed performance)

At least 5 years

 

2

 

Medium

You are willing to place some reasonable emphasis on obtaining much higher capital growth than you would expect from a savings account and as such, you must be prepared to invest in a much wider/global range of funds and therefore accept that any investment is more likely to fluctuate in value during the investment period. 

The aim of the fund is to achieve long-term capital growth by investing in collective investment schemes across a relatively high number of different management groups.

(HFS Balanced Managed performance)

At least 7 years

3

 

Medium to High

You are willing to place a lot more emphasis on obtaining much higher capital growth than you would expect from a savings account and as such, you must be prepared to accept that any investment is more likely to fluctuate in value during the investment period, with much sharper gains and losses. 

The aim of the fund is to achieve long-term capital growth by investing in collective investment schemes across a relatively high number of different management groups.

(HFS Active Managed performance)

At least 10 years

 

4

 

High

You are willing to place a lot more emphasis on obtaining much higher capital growth than you would expect from a savings account and as such, you must be prepared to accept that any investment is more likely to fluctuate in value during the investment period, with much sharper gains and losses.

The aim of the fund is to achieve long-term capital growth by investing in collective investment schemes across a relatively high number of different management groups.

(HFS Global Managed performance)

At least 15 years

 

Provide us with any information that will help us arrange the most appropriate funds

 

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Complete this form if you are planning to invest for capital growth, but are not sure which product or funds to choose. Once you have completed and returned the form by clicking on the Submit button, it will enable us to determine the most appropriate investment route for you.

Please read this statement:

This essentially is an emailed questionnaire from you to us, which helps us to put you on the right track to pick the investment that we believe to be the most appropriate for you.

We ask that you complete all of the data capture boxes that are relevant to you. If you do miss one or more of the data capture boxes, we will contact you so that you are able to provide this over the telephone, by post or email. This will effectively extend the application process.

Advisory process

Step 1 - Complete the Investment Questionnaire and submit to us

Step 2 - Once we receive the emailed Questionnaire, we will evaluate it and with any additional information we may ask of you, contact you via email what we believe is the best investment(s) for you.

Step 3 - You will need to confirm your acceptance or rejection. If you accept, we will ask you to complete the recommended investment application(s) on-line, by providing you with the appropriate web links. Once this has been received, we will register you onto the Heritage Wealth Management investment platform (administered by Standard Life).