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Balance and Growth Portfolio
We typically manage around the framework of two model portfolios with investments from around the world; these are a balanced and a growth portfolio. Either of these can then be tailored to a client's individual requirements and we are also able to offer a completely bespoke portfolio to appropriate discretionary clients if particularly required.
The decision as to who should manage your investments is exceedingly important. You need to ensure that you choose someone who can protect and grow your wealth to meet your expectations. We have a strong track record of success in discretionary portfolio management. Over a longer period, analysis of a selection of standard discretionary portfolios showed out-performance of their benchmark. It should be noted that past performance is not necessarily a guide to future performance.
Regulatory Framework and Disclaimer
Shore Capital Stockbrokers Limited is a member of the London Stock Exchange and is regulated by the Financial Services Authority ("FSA").
Shore Capital Limited and Shore Capital and Corporate Limited are regulated by the FSA.
The information on this website about Shore Capital Limited plc ("the Company") is derived from sources considered reliable but no warranty, expressed or implied, by the Company, its directors or employees is given as to its accuracy or completeness. No reliance should be placed on this information in any decision to acquire or dispose of shares in Shore Capital Limited plc or any investment referred to herein. Potential investors in the Company's shares are recommended to take advice before dealing from an authorised professional investment adviser or stockbroker.
The services described on this website are available solely subject to the terms and conditions of a client engagement agreement which will represent the whole agreement between any Shore Capital company and the client. The description on the website is to provide a preliminary overview and cannot be relied upon as the basis of any contractual obligation. No investment advice is offered on this site and none should be construed as being offered. Past performance is not necessarily a guide to the future and share and unit prices can go down as well as up.
Where links have been provided to other websites this has been done solely for our users' convenience, without giving any express or implied guarantee, endorsement or recommendation by Shore Capital Limited plc. Shore Capital Limited plc has no responsibility for the content of such websites and cannot accept any liability in this respect. Use of these links implies acceptance of this condition.
Whilst we seek to keep this website up-to-date, the information displayed is subject to change without notice.