Investments

 

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Introduction

Many of our clients share the key objective of building the value of their capital, but their approaches to savings and investments vary considerably.

At AIC Financial you will have access to our detailed Attitude to Risk Profiling. Your responses to simple questions will allow us to establish your attitude to risk versus reward and capacity for loss. We can then use this to create an investment strategy that matches your outlook using professional fund sourcing systems and asset allocation tools.

For example, an Adventurous investor may be happy to take a greater risk with their capital with the hope of receiving greater returns. If you are a more Cautious Investor, you may well be happy with lower returns and a greater degree of security. It may be you want to  be able to have a mixture of the two and by matching your investments to your attitude to risk, you can be sure that the products and funds chosen are right for you.

For the more experienced investor we also offer the opportunity to build a portfolio of external managers and funds that you feel meet your investment objectives.

Our products include Managed Funds from  Intrinsic Asset Management. These funds are regularly monitored by our chosen fund manager Hendersons, who have an excellent reputation in the Fund Management world. Continuous monitoring ensures that poorly performing assets or funds are quickly replaced and returns meet the expectations set by our investment committee. These particular funds are know as the Cirilium Funds. Please find here a link to Old Mutual Wealth Fund Information.

If you click on the link above you are departing from the regulatory site of AIC Financial. Neither AIC Financial nor Intrinsic are responsible for the accuracy of the information contained within the linked sites.

Types of Investments

  • ISA’s
  • Open Ended Investment Companies/Unit Trusts
  • Structured products
  • Investment Bonds – onshore and offshore
  • Discretionary Fund Management
  • Trust work
  • Enterprise Investment Schemes
  • Venture Capital Trusts

Reviews

At AIC Financial we offer regular reviews to ensure your current investments are suitable to your needs and are performing to your expectations. We annually check your attitude to risk to ensure this has not changed along with your capacity for loss and investment purpose. We could also save you money! Please contact us for your free, no obligation Investment review using the link below.

The value of investments can fall as well as rise. You may get back less than you invested.

Contact Us