Our investment strategy informs all decisions related to our investment and portfolio choices. Our investment committee meets once a month to discuss what is happening in the financial markets and the wider economy. This informs our view on how these prospects will affect our client portfolios and what investments we should make on your behalf.
This in-depth monthly review helps us develop a strong framework for delivering responsible investments for our clients. From a top down analysis of global economic trends, we can forecast economic growth and manage risk.
While each portfolio Capital Financial Markets offer is bespoke we have a selection of strategies.
|Capital Growth Focused portfolio||25 – 35 individual's stocks||10|
|Capital Growth – medium risk||Individual stocks||7|
|Capital Growth||Fund of Fund||7|
|Growth & Income – fund of funds||Funds||7|
|ISA builder||ETFs & Investment trusts||7|
|Inheritance Tax mitigation||Individual stocks||10|
|Junior ISA for growth||ETFs & Investment Trusts||10|
|Retirement Builder Growth||Direct securities & Funds||8|
|Retirement Builder – Mixed assets||Funds||7|