Why recommend our portfolio?
- Tailored solutions: The portfolios can be adapted to individual clients' specific liabilities, drawdown needs, and timescales, while also offering the potential for tax-efficient returns through the inclusion of bonds that are exempt from capital gains tax
- Diversification: Offers greater diversification than many existing near-cash strategies and gilt ladder services on the market. Utilising a broader selection of instruments such as sterling cash, money market funds, UK Treasury-bills, conventional gilts and supranational, sub-agency and agency (SSA) bonds
- Flexibility: There is no upper limit to how much can be invested in each portfolio and top-ups can be made at any time. Underlying investments are highly liquid so investors can sell quickly if needed
- Competitive yields: Help your clients achieve returns that aim to outperform traditional savings account returns
Discover more: To learn about the benefits of the Cash & Cautious Bond Portfolio, download our comprehensive guide.
