Growth and Income Portfolios2018-11-01T11:13:35+00:00

Growth & Income Portfolios

Choosing investments that are appropriate to your circumstances can at times seem daunting. St. James’s Place have created risk-related growth and income portfolios from the range of funds available, which have been specifically designed to help you choose where to invest your money, to aid you in achieving your financial objectives.

Growth Portfolios

If you are looking to invest for the long term for your retirement, or for future school fees, for example, there are a range of growth portfolios available to you with differing levels of risk.

Income Portfolios

There are a range of income portfolios available to you with differing levels of risk. The higher risk portfolios do not necessarily generate higher levels of income, however, they have greater potential for rising income and capital growth over a medium to long period of time. These are designed for investors looking to generate income for a long retirement, or simply looking to build an attractive income for the future.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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If you would like more information, please contact Wellesley Wealth Advisory on 01444244551 or via email at info@wellesleywa.co.uk

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The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.

Goodwood Hotel - 31/01/2019
Investment & Inheritance Tax Planning Seminar
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