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Unit Trusts (Private and Retail), Hedge Funds, Bespoke Property Portfolios, Investment Trusts, OEICs (Private and Retail), Offshore Investments, Capital Investment Bonds (Onshore and Offshore), Enterprise Investment Schemes, Venture Capital Trusts, ISAs and SICAV’s form the majority of the investment structures offered. |
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PPTC also work closely with a number of leading Stockbrokers and are able to continually review and monitor share portfolios. The precise structure or combination of structures depends on your aspirations, limitations imposed and tax status.
Most of these contracts are excellent in their own right, however are they suitable for you? It is important during the review process to take into consideration your accepted attitude to risk and investment timescale. In determining your investment approach and acceptance of risk it is essential to consider the volatility and level of risk associated with an investment.
Generally the lower the level of risk involved with an investment, the lower the potential gains and losses. Investment into Corporate Bonds and Fixed Interest investments such as Gilts will incur a lower level of risk than investing into Equities and investment into UK Equities will involve less risk than investing into Overseas Equities.
PPTC utilise a risk profiling system allowing your attitude to risk to be clearly identified and to ensure we find the right product for you. Your adviser will discuss this area with you at your first meeting, alternatively you may complete the risk profiler now.
Specialist Fund Research Program
PPTC has formed strong alliances with a number of fund research organisations, setting us apart from the majority of Independent Financial Advisers. The process involves ‘real time’ updates on changes to funds held and suggestions for newly favoured funds.
Funds are selected on the premise that the fund selection process should, whilst taking past performance into consideration, ascribe greater weight to identifying the factors which will affect future performance. This process demands a much stronger emphasis on a qualitative examination of funds. There are several key factors which lead to the final selection. These are:
- Strength of investment process and length of time it has been in place
- Continuity of investment personnel
- Investment style that has proven durable over time
- Clearly defined investment objectives
- Strong and consistent past performance record
- Favourable risk adjusted returns
The funds are determined following in-depth qualitative and quantitative analysis with the emphasis more focused towards qualitative appraisals. Researchers follow clearly defined routines
As Independent Advisers not only can we advise on the widest range of contracts, but we can negotiate discounts on charges compared to what you would normally receive if you went direct to the provider, again this has been further advanced by the introduction of trading platforms closely aligned to the high technical specification of our back office system.
A major issue to bear in mind is that investments should be held for at least the medium term (5 years +) to provide a fair judgement on the performance. In saying this however, there may be an occasion to alter the investment management in the short term. Prior to agreeing to proceed with any proposals forwarded, you will be fully aware of any charges incurred by investing new capital or transferring your funds to an alternative provider.