Each of our model portfolios is tailored to suit different risk and return objectives with an overall target allocation to growth assets (eg shares) and income assets (eg fixed income). For example, our 60/40 portfolio will have a target allocation of 60% to growth assets and 40% to income assets.
Cambridge Partners will work with you to determine a strategy that best meets your needs and objectives. We may recommend one of our model portfolios or work with you to design a bespoke portfolio based on your individual objectives and preferences.
Which type of investment strategy is suitable for you will depend on a range of different factors, including:
Your circumstances, investment experience, risk and return objectives, and financial constraints change over time. We will carry regular reviews to ensure that your portfolio continues to be the right fit for you and offers the highest probability of success.
A summary of each of our model portfolios is available from any of our Advisers, or by contacting the office. Click here if you’d like to visit our Socially Responsible Investment (SRI) page.
We offer a no obligation review of your situation.
Our series of real-world case studies will help give you a full understanding of your investment options, and how different strategies are suited to different situations, goals and timelines.
You will also gain valuable insight on how our advisers work with their clients to achieve the outcomes they are looking for.