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Readymade Portfolios


We've done the hard work for you by carefully selecting funds to optimise your investment strategy with varying levels of risk.

Choose a Portfolio that’s right for you

Monthly Income Portfolio

Moderate Risk

Provides steady regular income from a portfolio of mainly UK equities and bonds.

  • Focus on UK equities & bonds
  • Excellent long term track record
  • High Monthly income & Capital Growth
  • Income for retirement

Growth Portfolio

High Risk

Funds that offer a spread of investments across a variety of different sectors.

  • Focus on various sectors (technology, engineering, entertainment etc)
  • Stocks from FTSE100 & mid cap sectors
  • High risk, high long term returns

Index Tracking Portfolio

Medium Risk

There’s plenty of choice from funds tracking UK markets to those focusing further afield.

  • No manager or analysts to pay
  • Closely track performance by simply investing in every stock in the index they're tracking
  • Instant diversification

Investment Trust Portfolio

High Risk

An Investment Trust is a public limited company that aims to make money by investing in other companies.

  • Diversified portfolios
  • Run as public limited companies
  • Greater exposure to stock markets
  • Potential for higher returns

Positive Impact Portfolio

Moderate Risk

Socially responsible investing that prioritises financial returns alongside a company’s impact on the environment, it’s stakeholders, and the planet.

  • Focus on funds with Environmental, Social & Governance
  • Responsible investing
  • A balance of risk and reward
  • Invest for growth and climate Impact

Cautious Balanced Portfolio

Lower Risk

To provide a balanced reduced risk portfolio to weather all market conditions.

  • Lower risk than the FTSE 100 Index
  • Cautious approach to investing
  • A balance of income and capital growth
  • Tactical and diversified exposure to equities and absolute return strategies


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.

Your Capital is at Risk

Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.

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