Strategic Investor - Your strategy, your portfolio, your future  
 
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3SI Adventurous
click here to view safe model portfolio click here to view cautious model portfolio click here to view balanced model portfolio click here to view bold model portfolio click here to view adventurous model portfolio click here to view aggressive model portfolio

"The two charts on this graphic show the make-up of the adventurous model portfolio and the growth of wealth for that portfolio between 1988 and 2006.

One pound invested in 1988 would be worth £6.53 in 2006, representing an average annual return of 12.04%

The portfolio consists of FTSE All-Share, UK Value, UK Small Co, MSCI World ex UK, International Value, European Small Co, US Small Co , Emerging Markets, Emerging Markets Value, UK One Month T-Bills"

An adventurous strategy based on the portfolio above would have seen an average return of 12.04% between 1988 and 2006. That means that £1 invested in this portfolio would have been worth £6.53 at the end of 2006. However this is a higher risk investment strategy and growth rates varied considerably from year to year and in some years the value of the portfolio fell.

The portfolio strategy shown above is a MODEL portfolio which is similar to an "adventurous" strategy which we may recommend following a consultation. If you would like a more detailed assessment of your strategic requirements or would like to talk about some of the portfolios our clients are investing in today then please call us on 020 7193 5622 or send us an email.

 

 

 

 
 
 
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Strategic Investor is a trading name of Lexington Wealth Management Ltd

Lexington Wealth Management Ltd is regulated and authorised by the Financial Services Authority
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