Our portfolios contain a range of high quality investments put together and managed by our team of leading experts.
We recommend that you seek advice from an independent financial adviser before making any investments.
Signia Invest has a choice of 5 investment strategies available via our Model Portfolio Service.
The Signia
Defensive Strategy
Target Total Return: 3%
Time horizon: 5 years
This strategy is low risk and is suitable for investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 3% a year, net of fees, over any 5 year period.
The Signia
Cautious Strategy
Target Total Return: 4%
Time horizon: 5 years
This strategy is low to medium risk and is suitable for investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 4% a year, net of fees, over any 5 year period.
The Signia
Balanced Strategy
Target Total Return: 5%
Time horizon: 5 years
This strategy is medium risk and is suitable for investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 5% a year, net of fees, over any 5 year period.
The Signia
Moderate Growth Strategy
Target Total Return: 6%
Time horizon: 5 years
This strategy is medium to high risk and is suitable for investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 6% a year, net of fees, over any 5 year period.
The Signia
Growth Strategy
Target Total Return: 7%
Time horizon: 5 years
This strategy is high risk and is suitable for investors seeking a return over a timeframe of at least five years, in the form of capital growth and income.
Aims to increase the value of your investment in excess of 7% a year, net of fees, over any 5 year period.
Your capital may be at risk. Investing may not be right for everyone. Tax rules can change and benefits depend on individual circumstances. Past performance is not a guide to the future. We recommend that you seek advice from an independent financial adviser before making any investments.
The strategies invest in a range of funds and are typically suitable for Retail Clients able to bear loss of their capital in order to achieve capital growth.
“Experience and risk management drive our investment policy. Backed up by a rigorous analysis of changing markets and the global investment landscape."
Robert LeeCo-Head of Multi-Asset Investments, Signia Wealth
