Portfolio Fund Factsheets

Ermin Fosse Financial Management and Alpha Portfolio Management work together to offer a unique investment proposition, combining the best of financial planning and discretionary fund management.Together, we place your best interests at the heart of every decision to deliver superior outcomes for your investments.

Ermin Fosse LLP

Defensive Portfolio

The portfolio aims to provide a return greater than cash deposits over the long term. There is a focus on capital preservation and minimising potential short-term volatility. Inflation may impact its real value.

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Cautious Portfolio

The portfolio aims to provide modest capital and income appreciation. There is an emphasis on capital protection with a significant element invested in lower risk investments to reduce short-term equity market volatility. It aims to retain the real spending power of the investment.

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Balanced Portfolio

The portfolio aims to provide a combination of capital and income growth, with the lower risk element offering some protection against equity market volatility. It aims to grow the investment above inflation over the long term.

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Balanced Growth Portfolio

The portfolio aims to provide long-term capital growth with the lower risk element offering some protection against equity market volatility. It aims to grow the investment above inflation over the long term.

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Moderately Adventurous Portfolio

The portfolio aims to provide long-term capital growth, targeting equity market returns with typically lower volatility. It aims to grow the investment above inflation over the long term.

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Adventurous Portfolio

The portfolio aims to provide long-term capital growth, adopting a higher risk growth strategy, looking to outperform the equity market. Significant short-term fluctuations in value are likely. It aims to grow the investment above inflation over the long term.

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Ethical Cautious Portfolio

An ethically biased portfolio that aims to provide modest capital and income appreciation. There is an emphasis on capital protection with a significant element invested in lower risk investments to reduce short-term equity market volatility. It aims to retain the real spending power of the investment.

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Ethical Moderate Portfolio

An ethically biased portfolio that aims to provide a combination of capital growth and income, with the lower risk element offering some protection against equity market volatility. It aims to grow the investment above inflation over the long term.

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Ethical Growth Portfolio

An ethically biased portfolio that aims to provide long-term capital growth with the lower risk element offering some protection against equity market volatility. It aims to grow the investment above inflation over the long term.

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Absolute Return Portfolio

The portfolio aims to provide a return greater than cash deposits over the long term, by utilising alternative investment strategies. Whilst accepting a degree of investment risk, there is a focus on capital preservation and minimising substantial short-term volatility. Inflation may impact its real value over the long term.

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