Background to Portfolios
fundsnet has constructed its seven Ready-Made Portfolios by carefully picking funds that where possible meet the following criteria:
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A strong track history for a minimum of five years
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A high rating by Financial Express, demonstrating strong performance in its sector over three years.
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Throughout this process the fundsnet research team has discounted thousands of funds that do not meet the above criteria.
For further information on the Ready-Made Portfolios, click on their individual names, below:
- Cautious Portfolio
- Ethical Portfolio
- Balanced Portfolio
- Balanced Budget Portfolio
- Property Portfolio
- Adventurous Portfolio
- Speculative Portfolio
Please note:
With some specialist funds, such as Property/Ethical etc, it is not possible to identify funds that are highly rated by both agencies because many of the funds have not been in existence long enough, or cannot provide the necessary information to get a rating. This statement particularly applies to the speculative portfolio, as this is entirely invested in specialist funds.
The Financial Express ratings are reviewed on a monthly basis, and the Old Broad Street Research ratings are reviewed on a quarterly basis, and ratings may change. We may therefore change the funds in the portfolio for new investors. We will not make any alteration to existing clients who have invested in one of the Ready-Made Portfolios. It is the responsibility of the client to switch any of the funds, should they wish to.
Potential investors should note that all the fundsnet Ready-Made Portfolios do have some equity/stock investment. Consequently, the values can go down as well as up, and if you withdraw your monies when values are low, you may get back less than you paid in. |
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