Our portfolios

Meeting your needs, whatever kind of investor you are

Investment portfolios

Opportunities designed around you

To help you save time and hassle, we can manage your personal tax affairs for you.

If you’re looking for a higher return than cash, and want to control the potential for capital loss, our portfolios could be for you.

They’re also ideal for anyone who needs a diversified investment strategy, but doesn’t have time to select and manage their own investments.

We offer a range of portfolios, to suit different investors. Although we have access to a whole world of opportunities, we prefer index-tracking investments, which provide low-cost exposure to a comprehensive range of assets and markets.

Download our Distribution and Equity Income Factsheet Q3

Download our PB Quarterly Fact Sheet Q3

You should regard Price Bailey portfolios as medium to long-term investments (five years or more). Their value, and any income from them, can go down as well as up. You might not get back what you originally invested.

Price Bailey portfolios are managed by PB Financial Planning Limited (registered in England & Wales, number 04298592) which is authorised and regulated by the Financial Conduct Authority.

A range of benefits

When you invest in our portfolios, you’ll see how our approach aims to reduce your costs and avoid underperforming investment managers.

In addition, you’ll benefit from:

  • a competitive, transparent charging structure
  • ongoing active portfolio management
  • online access to your portfolios, 24 hours a day, seven days a week
  • portfolio statements every six months
  • a consolidated tax voucher at the end of each tax year, covering portfolio income and capital gains.

Matching your attitude to risk, and meeting your investment objectives

Recognising that no two investors are the same, we offer a range of portfolios to help achieve different ambitions:

Risk level 1: Cautious

Risk level 1   

Risk level 3: Moderate

Risk level 3

 

Risk level 5: Balanced

Risk level 5

 

Risk level 7: Aggressive

Risk level 7

 

History and studies have shown that asset allocation decisions account for more than 90% of a portfolio’s returns over the longer term. We’ve constructed each of our portfolios to spread risk – by investing in various asset classes, including equities, bonds, commodities, property, absolute return funds and cash.

Proud of our portfolios’ performance

We’ve been successfully investing and managing our clients’ money since February 2008 and our aim has always been to provide independent, professional portfolio management at highly competitive rates. At 1st March 2016, funds under our management exceeded £500 million.

Our portfolios are appropriate for a wide range of investors, including private clients, pensions, trusts, companies and charities. All seven of them are diversified across a range of asset classes and geographic areas – and they all invest in the same underlying investments which helps reduce the costs of trading.

To control investment risk and meet different objectives, we vary the proportions invested into each asset class

Please remember that past performance is not a guide to future returns.

View our Distribution and Equity Income Factsheet Q3

View our PB Quarterly Fact Sheet Q3

Inside a Price Bailey balanced portfolio

price-bailey-portfolio

Global Equities = Equities from the UK, Europe, US, Japan and emerging markets.
Global Bonds = UK Government bonds, UK Corporate Bonds and Overseas bonds.
Alternative Investments = absolute return funds & commodities.

Asset Allocations are indicative only and could change.

Get in touch.

Call us for free or submit your enquiry online