Growth and Income Portfolio Investments

Understanding how to invest your money and where to begin can seem daunting. At McMillan Wealth Consultants, our expert wealth consultants will help you choose the portfolio investments that are appropriate to you and ensure you fully understand the risks associated.

We have access to ready-made, risk-related Growth and Income Portfolios from St. James’s Place range of funds that are designed to help investors achieve their financial objectives. You can find out more about portfolio investments below.

Growth Portfolios

Growth Portfolios are designed to help you if you aim to build up the value of your wealth and achieve capital growth over the medium to long term. For example, those investing for the future, investing for retirement or investing to pay future school or university fees.

We have access to various Growth Portfolios, with differing levels of risk.

Income Portfolios

Income Portfolios aim to generate an attractive and sustainable level of income. If you are looking to generate additional income for your retirement, an Income Portfolio could be a good option for you. We have access to a number of Income Portfolios, each with differing levels of risk.

It is important to note that the higher risk Portfolios will not necessarily provide you with a higher level of income but have greater potential for rising income and capital growth over the medium to long term.

If you’d like more information about Growth and Income Portfolios, investment portfolio management services or you would like to review your existing investment plans, please get in touch.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.