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Growth Portfolio

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.

The Growth Portfolio’s objective is to provide high capital growth from global equities.  It is a good idea to have some exposure to as many markets as possible in order to access the best companies.  The easy way to ensure you have most bases covered around the world is to opt for globally diversified funds.  This is a higher risk rated portfolio with a low yield base on most funds with an average yield for this portfolio projected to be 1.08% (as at 13/09/2017).  Although 50% of the portfolio is invested in UK equities, these stocks derive much of their income from global markets, so benefiting from those sectors on the rise.

Please remember however, that any income yields quoted are not guaranteed and are not a reliable indicator for future returns.  Investors in this Portfolio must be willing to accept some short term fluctuations in the value of their investments. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested.

 

Powered by data from FundsNetwork 13/09/2017

Investment CompanyFUNDYIELD %1 year %3 years %5 years %
AVERAGES1.08%25.47%74.91%151.90%
Fundsmith LogoEquity0.9722.7292.89172.63
landgGlobal Technology Index0.9032.2180.69153.02
Global Equity1.0023.0682.95161.51
neptuneUK Mid Cap1.7215.6737.27102.84
oldmutualUK Mid Cap0.8333.7380.77169.52

 

Please read the Key Investor Information Document for each fund:

Click the links below to view the Key Investor Information Documents (KIID).

Fundsmith Equity Fund (KIID) Document
L&G Global Technology Fund (KIID) Document
Lindsell Train Global Equity Fund (KIID) Document
Neptune UK Mid Cap Fund (KIID) Document
Old Mutual UK Mid Cap Fund (KIID) Document

 

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 for you. You may customise your portfolio by deciding different percentage (%) 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.

How to Invest in a Ready-Made Portfolio

In order to invest in one of our Ready-Made Portfolios, you can either select the portfolio online using Cofunds or by using either a Cofunds or FundsNetwork pre-populated application form.

Invest Online

To Invest Online follow the link below and follow the simple instructions.

1) Personal Details – Enter your personal details.

2)  Product & Funds Details – Fund Filter

  • Select Model Portfolios
  • Model Portfolio Type – Select Firm
  • Model Portfolio – Select your Portfolio of choice
  • Fund Selection – Enter investment amount

For full instructions on how to make an investment online please follow the link below.

Only Cofunds provides this service.  You will need your National Insurance Number and a debit card (please note you cannot use a credit card).

How to make an online investment using Cofunds

Postal Application

Download Platform Business Investment Application Form and send to Seymour Sinclair Investments using our FREEPOST address –

Freepost RTUS-RXEY-BJSJ
Seymour Sinclair Investments Limited
2 Blade Mews, London SW15 2NF

Please be sure to read the specific fund Key Information Investor Document (KIID) for each of the funds listed and the Seymour Sinclair Terms and Conditions of Business before investing.

Growth Portfolio Platform Business Investment Application Form
Seymour Sinclair Terms and Conditions of Business

Should you wish to Transfer your ISAs or Switch your existing ISAs or Unit Trust/OEICs into the Monthly Income Portfolio, please contact the office and we will supply the necessary application forms. Call 020 8870 7072 or send an email detailing your requirements to admin@seymoursinclair.co.uk.