Growth portfolio
Level 5 of 7: mostly shares, for savers with ten years or more ahead of them.
Growth at a glance
Risk level 5 of 7: 1234567
Shares 75%, bonds 20%, cash 5%
Risk level
5 of 7
Shares / bonds / cash
75 / 20 / 5
Suggested time to invest
Ten years or more
Funds held
10 to 12
Mix and facts (sample).
Who it may suit
Savers far from needing the money, who can sit through a fall of a quarter or more without selling.
What it holds
- Global shares, 60%
- Smaller companies and emerging markets, 15%
- Government bonds, 12%
- Company bonds, 8%
- Cash, 5%
In a bad year for shares, a portfolio like this could fall by around 30% (sample).
The value of investments can fall as well as rise, and you may get back less than you put in.
Start with an introductory meeting
An hour at our office or by video, free and without obligation. Bring a recent statement for any savings or pensions you would like to talk about.