GROWTH & INCOME PORTFOLIO

What is a growth & income portfolio?

A growth and income fund is class of mutual fund or exchange-traded fund (ETF) that has a dual strategy of both capital appreciation (growth) and current income generated through dividends or interest payments. A growth and income fund is a type of blend fund, which invests in both growth and value stocks. An income portfolio is an investment that usually consists of dividend-paying stocks and coupon-yielding bonds.

We recognise that choosing how to invest your money can seem daunting. To help you choose investments that are appropriate to you, Palatine FP have created risk-related Growth and Income Portfolios from our range of funds designed to help investors achieve their financial objectives.

growth portfolio

Growth Portfolios are designed with the aim of helping investors build up the value of their wealth and achieve capital growth over the medium to long term.

They could be suited to those who might be, for example, investing for retirement or saving to pay future tuition fees.

There are six Growth Portfolios, with differing levels of risk.

 

income portfolio

The Income Portfolios aim to generate an attractive and sustainable level of income. These Portfolios may be appropriate for investors looking to generate additional income for retirement. There are three Income Portfolios, with differing levels of risk.

The value of an investment with Palatine FP will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

What to expect

We help you get the most value out of our services by getting to know you and your situation and reviewing all of your options.

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Testimonials

I have known her as our family Financial Advisor for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been an unbiased and exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
Andrea has provided us with exceptional service and advice. We feel that Andrea has listened to what we want and need and has helped us to build a robust retirement plan. We would recommend Andrea to our friends and family.
Claire Richards
Manager

Get in touch

Phone: 01902 333333
Email: Andrea.cloughley@sjpp.co.uk
24 NEVERLAND WV5 2BS
MON-FRI 09:00 - 19:00, SAT-SUN 10:00 - 14:00