Goy Harris Cartwright (GHC), the independent stockbroker and investment manager, is re-launching its Managed Portfolio Service as a variety of fixed weight portfolios along with a new risk strategy system.
The re-launch will create three new strategies - Cautious, Managed and Managed Growth (which replace the existing UK Growth model). These add to the existing Income & Growth, High Income and Global Growth strategies, which will be run on a fixed weight asset allocation basis.
GHC's Managed Portfolio Service will also have a risk grade discipline for each strategy to help the investment selection. The options range from Risk Grade 1, which is for investors seeking investment returns similar to short term bank deposits, to Risk Grade 8, for investors who accept high volatility in order to enhance their portfolio's longer time income and growth potential.
The Managed Portfolio Service has a minimum investment of £30,000. Initial commission of 3% is paid on the value of new accounts and additional investments. 40% of the annual fee is rebated to the adviser on funds of up to £250,000, and 33% thereafter.
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