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.