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 Equity Income Portfolio’s objective to produce a conservative income yield with potential capital growth from UK equities. Equity funds typically invest in large, stable and profitable companies so could form the foundation of almost any portfolio. The funds in this portfolio have excellent long track records apart from the Woodford Fund with only a one year performance rating. However, the fund has started off well with over 20% growth in the first yea, so a must to include it within this Portfolio. Based on the past income payments of the listed funds, the yield for this portfolio is projected to be 3.73% (as at 19/01/2018).
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 19/01/2018
|Investment Company||FUND||YIELD %||1 year %||3 years %||5 Years %|
|UK Equity Income||3.81||11.00||25.80||66.10|
|UK Equity Income||4.00||8.30||28.30||72.10|
Please read the Key Investor Information Document for each fund:
Click the links below to view the Key Investor Information Documents (KIID).
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.
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.
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
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).
Download the Platform Business Investment Application Form and send to Seymour Sinclair Investments using our FREEPOST address –
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.
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 firstname.lastname@example.org.