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We’ve done the research so you don’t have to

READYMADE PORTFOLIOS

It makes sense to invest across a range of funds and markets, as diversification helps reduce risk. If you are a new investor or looking for a simple starting point then our ready-made fund selections might help.

In order to help our clients, we have researched all funds available, using both our own resources and outside providers and have come up with six portfolios that we believe give a good balance in each sector. Each portfolio is built to suit different investment objectives, whether you are looking for income or growth whilst also taking into account the risk you are prepared to take, to create a simple way for you to spread your investments.

Benefits of a ReadyMade Portfolio

  • No initial charge or additional fees for investing in one of our portfolios
  • Low 0.20%p.a. Agent Fee
  • Low 0.23%p.a.Cofunds or 0.25% FundsNetwork Platform Fee
  • No exit charges on any of the funds
  • No Switching Fees

Click on the Portfolios below for further information on each individual portfolio.

IMPORTANT INFORMATION

The Seymour Sinclair Portfolios are designed for consideration by investors who are seeking a combination of funds which offer diversification across different asset classes.  These suggested portfolios are not financial advice or personal recommendations and you should be sure of their suitability to you before investing.

You remain in charge of your own investment portfolio and you must continue to monitor the funds you have selected to decide if the portfolios remain suitable to you.  You may customise your portfolio by deciding different percentages (%) allocations to each fund or by removing funds or adding your own choice of funds. This is a foundation to start a portfolio that you manage yourself. If we make any changes to our suggested fund choices they will NOT automatically be reflected in your portfolio – you would need to instruct us accordingly. If you are unhappy to make your own investment decisions please seek Financial Advice.

Past performance is not necessarily a guide to the future. The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations. You may not get back the amount originally invested and your capital may be at risk. This is a non-advisory execution only service, we do not provide individual advice through this site or make recommendations and only act on instructions received. The information on this site is intended solely for the use of individuals who are United Kingdom residents for tax and investment purposes. Tax treatment depends on your individual circumstances and may be subject to change in the future.  If you are not a UK resident should not use this site. Seymour Sinclair Investments Ltd is authorised and regulated by the Financial Services Authority. Before investing you must read our Terms and Conditions, the Terms and Conditions of the Cofunds or FundsNetwork platform, and the Key Features Documents and Key Investor Information Documents where available for the funds which you are considering investing in.