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"At London & Capital we believe financial problems are there to be solved. Over the past 25 years our investment professionals have delivered wealth management solutions to hundreds of individuals, families and institutions."A welcome message from our Chairman:
Sir David Michels
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"Over the past 25 years we have learnt that we first need to understand your concerns and objectives before developing a strategic investment plan."
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"A clear investment process that combines robust risk management with clarity of thought has been our strength for more than 25 years."
- Institutions
"At London & Capital we understand what is important for building successful long-term relationships – clear governance, robust risk management and strong investment performance."
- Investment strategies
"With our focus on managing risks and maintaining a consistent investment process we have succeeded in preserving and growing capital through volatile market conditions."
- Asia
"Asia’s economy is undergoing dramatic change. Our specialist team in Hong Kong is ready to deliver the latest financial solutions to individuals, families and their businesses throughout the region."
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London & Capital
Income Portfolios
The London & Capital Income Portfolios have been developed due to increased demand following the popularity of the 10 risk-graded Managed Portfolios. The Portfolios are carefully constructed to offer an attractive yield and spread risk by investing in various asset classes. This includes traditional funds offered by the major investment companies as well as Exchange Traded Funds (low cost ‘tracker’ funds).
Cautious Income Portfolio - Current Yield c4.40%*
The investment objective of the London & Capital Cautious Income Portfolio is to achieve a reasonable yield from a mix of different asset classes, including equities, bonds and cash. The Portfolio will actively pursue a diversified investment strategy targeting a moderate yield. The Portfolio will have a relatively low level of risk to capital and deliver a commensurate rate of return.
Income Portfolio - Current Yield c5.17%*
The investment objective of the London & Capital Income Portfolio is to achieve a reasonable yield from a mix of different asset classes. The Portfolio will actively pursue a diversified investment strategy targeting a medium yield. The Portfolio will have a medium level of risk to capital and deliver a commensurate rate of return.
Higher Income Portfolio - Current Yield c6.73%
The investment objective of the London & Capital Higher Income Portfolio is to achieve an attractive yield from a mix of different asset classes. The Portfolio will actively pursue a diversified investment strategy targeting a higher yield. The Portfolio will have a higher level of risk to capital and deliver a commensurate rate of return.
*Current Yield as at 02/04/12. Volatility since inception to 02/04/12.
