Investment Portfolios

Model Portfolios Factsheets & Performance Data

We offer a range of model portfolios where our experts can manage your investments in line with your wishes and requirements. These portfolios are actively managed on a discretionary basis to suit your requirements, after we have gained a thorough understanding of your financial circumstances, needs and objectives.

Click the links below to review the latest asset allocation, fund data and performance for each of our model portfolios.

 

  • Telford Mann Cautious Growth – Risk score 2 on a scale of 1 to 6 

    An investment portfolio appropriate for this risk level may contain, for example, mainly lower- and medium-risk investments such as cash, bonds and property, with a few higher-risk investments such as shares. While a portfolio like this should go up and down in value less than a ‘high-risk’ portfolio, the value of investments can always go down as well as up.

  • Telford Mann Moderately Cautious Growth – Risk score 3 on a scale of 1 to 6

    An investment portfolio appropriate for this risk level may contain, for example, a mix of lower and medium-risk investments such as cash, cash-type assets, bonds and UK commercial property, and higher-risk investments such as UK and overseas shares. While a portfolio like this should rise and fall in value less than a higher-risk portfolio, the value of investments can always go down as well as up.

  • Telford Mann Moderate Growth – Risk score 4 on a scale of 1 to 6

    An investment portfolio appropriate for this risk level may contain, for example, mainly higher-risk investments such as UK and overseas shares, with some lower and medium-risk investments such as cash, cash-type assets, bonds and UK commercial property. While a portfolio like this should rise and fall in value less than a higher-risk portfolio, the value of investments can always go down as well as up.

  • Telford Mann Moderately Adventurous Growth – Risk score 5 on a scale of 1 to 6

    An investment portfolio appropriate for this risk level may contain, for example, mainly higher-risk investments such as UK and overseas shares, with a few, if any, lower- and medium-risk investments such as bonds and UK commercial property. Because of this, there is a possibility you may not get back as much money on your investments as you put in, particularly in the short term.

  • Telford Mann Adventurous Growth – Risk score 6 on a scale of 1 to 6

    An investment portfolio appropriate for this risk level may contain, for example, only higher-risk investments such as overseas shares and no low-risk investments such as cash-type assets and bonds. Because of this, there is a possibility you may not get back as much money from your investments as you put in, particularly in the short term.