All results shown are for the periods ending 23rd of August 2021
(Source : FE Analytics, 23.8.2021)
Past 1 year result
Past 3 year result
1 out of 10
2 out of 10
3 out of 10
4 out of 10
5 out of 10
6 out of 10
7 out of 10
8 out of 10
(Adventurous risk )
Available upon request
Ethically based model
Available upon request and created based upon clients’ specific screening wishes
The above portfolios are NOT suitable to those clients wishing to invest with the benefit of capital protection or guarantee features. Client’s wishing to invest but with the peace of mind that protection or guarantee terms will apply will be shown details of Guaranteed Funds and also Structured Products, all of which we are able to research and source from all providers within the whole market place.
Our range of bespoke Risk Rated GROWTH Models based upon our August / September 2021 whole of market research.
The steps we take in constructing our risk rated models are:
examine all funds within each investment sector.
identify those with a track record of at least 3 years.
identify funds that show consistency in outperforming their sector average in the short, medium and also longer term.
rank funds in terms of preference based solely upon their degree of consistency of outperformance.
build risk rated models by including funds from various sectors.
Our Investment Planning Strategy is based upon diversification. Not only do we seek to use a mix of underlying assets (equities, property, gilts & bonds) but we are aiming to spread a clients’ money across different geographical markets too.
All past results shown are those before accounting for any withdrawals or charges. Before making any investment for a client, all charges associated with the plan will be fully explained and documented.
Whilst past results are an important factor to consider when deciding where to place capital for investment, we must always stress the obvious points that
Investments rise and fall in value
Past results and performance is no guide to what will happen in the future
Gains can be made and so too can losses. All of our risk rated models carry risk to capital.
ClearView Financial Consultants is a trading name of Martin Smith Independent Financial Adviser Ltd, a company registered in England under number 11439150 and authorised and regulated by the Financial Conduct Authority under number 944677.
Risk warning – Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
Martin Smith Probate, Attorney & Wills Ltd is a company registered in England under number 7614554.
The Financial Conduct Authority does not regulate tax advice or Wills and probate.