The Adventurous Portfolio has been created to meet the demands of those investors with a higher risk/reward mentality. It offers potential higher returns through a substantial weighting towards emerging markets and small cap securities.
The portfolio has been allocated from a basis that the investor benefits from growth in the UK as well as in the developed markets and globally through a diversified allocation of assets. To support the higher risk/reward appetite of the adventurous investor we have increased allocations into specific sectors that have been identified to generate a substantial upside to the investor.
To achieve a higher target rate the portfolio has greater geographical and currency exposure, with higher earning potential assets replacing major equity index linked assets. Real estate has the highest allocation in the portfolio, alongside an increased exposure to renewable energy equities and the MSCI World Index.
All data is expressed as at 1 November 2018.
Our globally diversified portfolio comprises a mix of asset classes and investments all of which are highlighted below. Portfolios are constantly monitored and may be rebalanced by the investment manager. This allows the manager to adapt to any material market movements at its discretion and ensure the portfolios remain in line with strategic asset allocations. As such the products, assets and weightings of those products within the portfolios may change from time to time with the objective of retaining the desired portfolio construction and performance outcome. Mercantile Invest will provide regular updates of such amends which can be viewed in our archive.