Available share classes: GBP, EUR, USD
Signia
Sovereign Portfolio
Investment objective
The Signia Sovereign Portfolio aims to increase the value of your investment by more than 1% above cash a year, net of fees, over any 3 year period. Cash is measured by the Bank of England’s interest rate benchmark, SONIA. The increased value comes from a combination of income, which is money paid out of investments such as interest from bonds and dividends from ETFs (exchange traded funds), and capital growth, which is profit on investments held. There is no certainty that the aim of the portfolio will be achieved.
Suitability
The Signia Sovereign Portfolio is suitable for retail investors whose investment requirements are aligned with the objectives, policies and risk profile of the Portfolio.
The Portfolio will focus its exposure on low-risk, high-grade bonds. Credit rating agencies rate the credit quality of bonds on a scale from AAA to D. The Portfolio will aim to have the weighted average credit rating across the holdings at or above AA-, which is considered ‘high grade’. That rating is higher than the majority of UK high-street banks.
The Signia Sovereign PortfolioTarget Annualised Return: 1% above cash*
To increase the value of your investment by more than 1% above cash* a year, net of fees, over any 3 year period.
*Cash is measured by the Bank of England’s interest rate benchmark, SONIA. 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 3 years. The actual risk can vary significantly if you cash in at an early stage and you may get back less than you invested.
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.
