Objective of Investment
The objective of the investment is to achieve the complete return on the investing income and the growth of the total capital with intermediate attitude for risk. The main focus of this investment portfolio will be to raise the assets with the time and according to the agreed risk profile when there is income requirement invested money should grow. This investment portfolio will all depend on time as well because it is much important to make the good and longer relationship with the firm/assets in which the investments will be done or wish to invest. Another aspect of the investment portfolio will be based on the client’s personal or professional requirements with the time because it will affect the investment portfolio. The investment portfolio approach will change with the time so must have to ensure about the timing first before investing.
A £500,000 investment needs a very refine and strategic analysis. For investing it needs a holistic approach to manage the investments. Not only the offshore investments but also the other investments like ISA, PEP and personal portfolios or pension portfolios or income tax portfolios. Most range of investments in different firms or assets can be made.
Value of Investment:
On discretionary basis the amount for investment is £500,000. This amount will be invested in different firms or as different assets.
Requirement of Income:
Because of the portfolio is in the accumulation state so there is no need of income at this present situation.
Time Duration for Investment:
It can be assumed that the long term investment period is good and thus the time duration should be 10 years or more than that.
投资目标
投资的目的是要实现完整的回报，投资收益和总资本的增长，中间对风险的态度。这个投资组合的重点将是提高资产的时间和根据商定的风险状况，当有投资收益要求的钱应该增长。这个投资组合都将取决于时间，以及好和长期的关系，其中将完成投资或有意投资的公司/资产，因为它是非常重要的。另一个方面的投资组合将根据客户的个人或专业要求的时间，因为它会影响投资组合。投资组合的方式将改变的时间，所以必须有投资之前，首先确保的时机。
投资50万英镑，是需要有非常完善和战略分析。对于投资，它需要一个全面的方法来管理投资。不仅是境外投资，但也像ISA，PEP和个人的投资组合或养老金投资组合或所得税组合的其他投资。大多数在不同的公司或资产的投资范围。
投资价值：
是酌情发放的投资金额是500000英镑，。这笔款项将被投资在不同的公司或不同的资产。
收入要求：
由于组合在积累状态下的收入在目前这个情况，所以也没有必要。
投资的持续时间：
可以假设的长期投资期间是好的，持续时间应为10岁或超过。
