Our Portfolios

One of the most effective ways of reducing risk to your investment portfolio is through diversification; that is, investing across a range of different funds and asset classes. However, making that final selection can be a complex process.

At TQ Invest we have created four portfolios which might help. Each portfolio has six funds and is designed to fit a general risk outlook of an investor, such as cautious or growth.

Please remember that the TQ Invest Portfolios are not personal recommendations to you, and you should be sure of their suitability to you before investing and be willing to invest for the medium to long term. If you have any doubt, please seek financial advice by calling us on 0800 294 7221. Adviser charges apply.

If you are happy to make your own investment decisions all you have to do is to look carefully at the portfolios and the funds within and decide if they are right for you.

To view the important risk information, please click here.

The 4 TQ Invest Portfolios

Balanced

Balanced

The portfolio objective is long term capital growth

Cautious

Cautious

The portfolio objective is moderate and steady total returns

Income

Income

The portfolio objective is to provide an income from a mix of different asset classes

Growth

Growth

The portfolio objective is capital growth

TQ Invest Portfolios are designed for consideration by investors who are seeking a combination of funds which offer diversification across different asset classes.

These suggested portfolios are not financial advice or personal recommendations and you should be sure of their suitability to you before investing. You must be willing to invest for the medium to long term.

You remain in charge of your own investment portfolio and you must continue to monitor the funds you have selected to decide if the portfolios remain suitable for you. You may customise your portfolio by deciding different percentage (%) allocations to each fund or by removing funds or adding your own choice of funds. This is a foundation to start a portfolio that you manage yourself. If we make any changes they will not automatically be reflected in your portfolio – you would need to instruct us accordingly. If you are unhappy to make your own investment decisions please speak to a Financial Adviser. Adviser charges apply.

Please read the Key Investor Information Document for each fund and our full Important Risk Information before investing. Remember the value of investments and the income from them can go down as well as up and you may not get back the amount you invested.