Scheduled Maintenance

We will be completing essential updates to this website which will take place from 8:15am on Wednesday 1st February and will take up to 30 minutes.
If you need to contact us, please call 0121 236 2380 during office hours or email
Apologies for any inconvenience caused.

This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.

Lessons From History

The “Lessons from History” document provides qualitative and statistical information on how we construct portfolios according to each level of risk. The information is in line with our strategic (long term) asset allocation, which you may read about in the our approach section of the website.

The data does not provide any guarantee of returns or losses. Past performance may not be a reliable guide to future performance.

Lessons From History