Signa
Conservative Portfolio

Available share classes: GBP, EUR, USD

Conservative icon

Investment objective

The Signia Conservative Portfolio aims to increase the value of your investment in excess of 3% a year, net of fees, over any 5 year period, however, there is no certainty this will be achieved. This is through a combination of capital growth, which is profit on investments held and income, which is money paid out of investments such as dividends from shares and interest from bonds. 

Suitability

The Signia Conservative Portfolio is suitable for retail investors whose investment requirements are aligned with the objectives, policies and risk profile of the portfolio

The Signia Conservative PortfolioTarget Total Return: 3 - 5%

To increase the value of your investment in excess of 3% a year, net of fees, over any 5 year period.

*When investing, your capital is at risk and tax rules may change in the future. Learn more about risk

The risk indicator assumes you keep the product for 5 years. The actual risk can vary significantly if you cash in at an early stage and you may get back less than you invested.

Signia Conservative Portfolio Composition

Asset allocation ranges (%)
Bonds and Cash45 - 90%
Global Equities0 - 35%
Alternatives0 - 20%
Currency Allocation Ranges
GBP80 - 100%
Other0 - 20%

Typical Asset Allocation

Alternatives (13%)
Global Equities (30%)
Bonds and Cash (57%)

Performance Summary

As at September 2021

September 2021
Performance

-1.14%

YTD
Performance

2.36%

2020
Performance

6.90%

Since
Inception

58.96%

IA Mixed Investment 0 - 35% Shares

Historical Strategy Performance

Source: Bloomberg, Signia Wealth. Data as of 31.09.2021.

Past and simulated performance is not a liable indicator of future performance. Indices are unmanaged and exclude fees 

 

How can we help?

If you would like to know more about how Signia Invest can help with your investment,
contact our team today.

To understand whether this strategy is suitable to you, please seek further investment advice.

The information in this document is for general purposes only and should not be construed as any type of solicitation, offer, or recommendation of any investment, engage in any transaction or make use of the services of Signia. The performance shown above (net of management fees) . Performance is simulated performance based on the strategy actual holdings and weighting by the prospectus’s strategic asset allocation. Information in relation to past performance is not an indication of future performance. Any targeted returns set out in this document are provided as an indicator and are not intended to be viewed as a representation of likely performance returns. There can be no guarantee that targeted returns will be realised and there is no guarantee as to the quality of the investment or a representation as to the adequacy of the methodology for estimating returns. The information and opinions enclosed are subject to change without notice. No responsibility is accepted to any person for the consequences of any person placing reliance on the content of this document for any purpose. No action has been taken to permit the distribution of this document in any jurisdiction where any such action is required. Such distribution may be restricted in certain jurisdictions and accordingly, this document does not constitute, and may not be used for the purposes of, an offer or solicitation to any person in any jurisdiction were such offer or solicitation is unlawful.

Signia Invest is a trading name of Signia Wealth Limited.

This document has been approved and issued by Signia Wealth Limited, Authorised and regulated by the Financial Conduct Authority FCA Registration No 513138. Registered in England and Wales No 7044573. Registered office One Connaught Place, London, W2 2ET.