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Model Share Portfolios are like having your own managed funds but with you having complete control over the underlying investments, the portfolio size and taxation issues. Our Model Share Portfolios have a flat non asset based fee structure, which means that your fees remain the same irrespective of how much you invest and the value of your portfolio. There are four different Model Share Portfolios, ranging from income to growth.
Once set up, you will receive ongoing recommendations by email whenever changes are required. It is then up to you to authorise changes to your share portfolio. Choose from the following:
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Income Portfolio
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Balanced Portfolio
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Growth Portfolio
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Each portfolio contains twelve shares selected by our specialist share research house.
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