Investment Strategies and Model Portfolios

There are 0 model portfolios within the Blue Sky Portfolio Manager allowing an investor to choose appropriate investment strategies in accordance with their risk profile and investment objectives:

Lump Sum Investment Portfolios

  • Defensive
  • Defensive/Balanced
  • Balanced
  • Balanced/Aggressive
  • Opportunities

Monthly Savings Investment Portfolios

  • Defensive - Monthly
  • Balanced - Monthly
  • Opportunities - Monthly

Income Generating Investment Portfolios

  • Balanced Income
  • Global Income

It is important that each client is comfortable with the risk level of their portfolio. Before investing we will ascertain together the appropriate risk. At regular intervals we will review the suitability of the risk of your portfolio in accordance with your current circumstances and economic conditions.

Our Performance

Our investment strategies have created real value for clients. View our investment performance by clicking the graph below

esmartmoney

Our bi-monthly Smart Money magazine details ideas for Pensions, Investments, Protection and Business Planning.

Tactical Planning


Are you Contracted Out of the State Second Pension?

Feb

03

2012

From 6 April 2012, those with Personal Pensions, Stakeholder Pensions or Occupational Money Purchase (Defined Contribution) Pensions, will no longer... Read more

Could you and your family survive if you were unable to work?

Jan

27

2012

More than half of UK workers would be unable to survive for more than three months without work.... Read more

End of Tax Year Planning

Jan

20

2012

The end of the tax year on 5 April is fast approaching! With rumours of further tax increases to be... Read more

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You should be aware that the value of any investment can fall as well as rise. Past performance should not be used as an indicator of any future performance

Blue Sky Financial Planning - Wealth Management Services in Bournemouth, Poole, Dorset, Hampshire, Wiltshire and The New Forest

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