We have prepared three basic initial suggestions for the low, medium or higher risk investor, which have high levels of protection (up to 95% for the low risk investor). A client can change his/her strategy as their appetite for risk increases or decreases or indeed choose to have us design a personal strategy for them.

The Aim of accelerator

·         Stop the rate of decline in the fund

·         Increase the level of growth and maintain security

·         Rebalance the portfolio once the targeted growth has been achieved and maintain performance in line with agreed expectations

·         Review every three months and look forward at market conditions

·         Maximise returns commensurate with our investors’ risk profile and instructions

·         Be in a position to move quickly to secure gains and protect from future negative periods

·         Grow with your own local fund manager

 

We advise on rebalancing exposure to different equity funds and other asset classes each quarter as our research indentifies changes in the economic environment and make regular fund switches; these activities significantly reduce risk.

Our strategy and fund selection alters in line with market conditions and our research expectation; our objective is to safeguard your wealth.

We have prepared an extended brochure with research, performance potential, graphs and fund statistics. This is available to all clients considering an investment. This is dynamically managed to each client’s individual requirements.