Cambridge Managed Portfolio Service
Risk and investment time horizon
ONCE YOU AND YOUR FINANCIAL ADVISER HAVE AGREED THE LEVEL OF RISK YOU ARE COMFORTABLE TO TAKE, AND THE LENGTH OF TIME YOU INTEND TO REMAIN INVESTED, YOUR FINANCIAL ADVISER WILL MATCH THESE TO THE MOST APPROPRIATE RISK PROFILE.
You can see the investment risk categories we offer below ranging from defensive to global equity, all of which are given a specific risk rating which your Financial Adviser can discuss with you.
You will also need to discuss your preferred investment strategy with your Financial Adviser. The funds you invest in can be actively managed with fund managers choosing from a wide array of investments, or passive ‘tracker funds’ that aim to reproduce the performance of a selected index.
The range of risk profiles within each strategy has created a wide choice of portfolios strategies:
The value of investments and income from them can fluctuate and investors may get back less than the amount invested.
Registered in England and Wales No: 1370458. Registered Office: Paradigm House,
Brooke Court, Wilmslow, Cheshire, SK9 3ND.
Cambridge Investments Limited is a subsidiary of Perspective Financial Group Limited.
Cambridge Investments Limited is authorised and regulated by the Financial Conduct Authority.
All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
CB1 Business Centre, 20 Station Road, Cambridge, CB1 2JD
01223 365 656