Range of Portfolios
PWS have 37 Portfolios to choose from active to passive, and low to high risk. The Portfolios are split into the following ranges.
The Positive Pennine Portfolios aim to achieve capital growth over the longer term using a wide variety of investments that make a social or environmental difference. These are not traditional ethical portfolios, instead aiming to highlight ethical compromises from external and internal corporate governance. These portfolios are actively managed.
Click to view the latest Factsheets and Commentaries for the range of Positive Pennine Portfolios.
The Growth Portfolios aim to provide long-term (greater than five years) capital growth through a strategic asset allocation that has a broadly even split exposure to lower risk asset classes such as fixed interest and cash or cash equivalents and higher risk asset classes such as equities, property and absolute return strategies (these may include higher risk investments). These portfolios are actively managed.
Click to view the latest Factsheets and Commentaries for the range of Growth Portfolios
Click to view the latest Factsheets and Commentaries for the range of Income Portfolios.
The Active Value Portfolios aim to provide long-term (greater than five years) capital growth through a strategic asset allocation that has a broadly even split exposure to lower risk asset classes such as fixed interest and cash or cash equivalents and higher risk asset classes such as equities, property and absolute return strategies (these may include higher risk investments). These portfolios are actively managed.
Click to view the latest Factsheets and Commentaries for the range of Active Value Portfolios.
The Market Portfolios aim to generate capital growth greater than the rate of inflation (CPI) over the long term (more than five years), with a low to medium level of volatility. The portfolio will predominantly use low cost passive strategies to invest.
Click to view the latest Factsheets and Commentaries for the range of Market Portfolios.
The IPlus Portfolios aim to deliver long-term growth with returns of UK CPI+3%, 4%, 5% & 6% depending on the strategy chosen. The minimum investment horizon for the portfolio should be considered as 4,5, 6 & 7 years depending on the strategy chosen. These portfolios are actively managed.
Click to view the latest Factsheets and Commentaries for the range of IPlus Portfolios.
