Lawrence House Portfolios

For those investors with a minimum of £50,000 available for investment LHFM offer four kinds of portfolio:

Income Portfolio

The Income Portfolio, which can invest in UK Equities, Overseas Equities, UK Gilts, Corporate Bonds and International Bonds. This is considered to be very much the cautious portfolio with a lower risk profile. The portfolio will aim to have a gross yield of at least 120% of the FTSE All Share.

Balanced Portfolio

The Balanced Portfolio, which is targeted more to achieve capital growth but still produces a modest degree of income. This will be substantially invested in the UK but with holdings in the major stock markets throughout the world and can be considered medium risk.

Growth Portfolio

The Growth Portfolio can be deemed to be more speculative, with a more aggressive approach to investment and only suitable for the investor in search of higher returns and prepared to take higher risk.

UK Equity Portfolio

The UK Equity Portfolio invests in UK Equity funds classified as UK Equity Income or UK Equity Growth and Income Funds. The portfolio is expected to have a yield in line with the FTSE All Share. No direct overseas funds will be held. This is considered to be a medium risk.

Bespoke Portfolio

For those investors with an excess of £250,000 in addition to the four portfolios outlined above, LHFM is able to offer a bespoke portfolio designed to meet your specific needs. This portfolio will be constructed with your investment objectives in mind. You should agree these investment requirements during discussions with your Financial Adviser.