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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We can provide you with a tailored portfolio that is completely bespoke to you. St. James’s Place funds invest in a wide range of asset classes.

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Investment Bonds

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Offshore Investments

Offshore investments are often an attractive option to people where a parent has provided capital to a minor, or for those who can expect their marginal rate of tax to fall.

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Self-Invested Pension

Self-Invested Pensions Plans (SIPPs) enable you to save towards your pension in a tax efficient manner, with the added benefit of flexibility.

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Unit Trusts

A Unit Trust is suitable for those looking to gain capital and income in the medium to long term, providing a wide range of solutions.

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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.

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