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Direct Offer Model Portfolio Service
Barnett Waddingham Investments LLP has developed a new model portfolio service consisting of four different standard portfolios to cater for a range of our clients' investment needs and risk appetites.
These are:
- Cautious
- Balanced
- Adventurous
- Income
Whether you are a first time investor, an experienced investor, or are just looking for a range of funds for the future, our investment portfolios have been put together to provide a ready-made, diverse selection of funds, all available within a single application.
These portfolios have no intitial charges and although all the portfolios are designed to be held for the medium to long term, you can exit without penalties at any time.
Please read the brochure below for further information and details of how to apply. If you have any queries contact Lei Li at our
Amersham office.
Related DocumentsDirect Offer Model Portfolio (643.21 KB, .pdf)