PIPs and Risk Categories

Select a PIP below for more information.

Growth PIPAggressive Growth PIPIncome PIPHigher Income PIPOverseas Growth PIPConservative PIP

PILLING IDEAL PORTFOLIO: GROWTH

INVESTMENT AIM:

To provide a balanced return of growth and income superior to the FTSE All-Share Index over medium and longer term by exposure to world equity and fixed interest markets via a medium risk portfolio of unit trusts, OEICs and investment trusts.

KEY FACTS:

  • Launch Date: 23 August 2001
  • ISA/SIPP compliant
  • £20,000 minimum

PORTFOLIO CO-ORDINATORS:
Mike Talbot and Alistair Hodgson

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers

RISK:
Medium risk, balanced return but growth biased, mainly UK investments.

PILLING IDEAL PORTFOLIO: AGGRESSIVE GROWTH
(formerly SELECT OPPORTUNITIES)

INVESTMENT AIM:

To provide long term capital growth superior to the FTSE All-Share Index through exposure to equity and fixed income markets, together with unlisted investments, via a medium to high risk portfolio of unit trusts, OEICs and Investment Trusts.

KEY FACTS:

  • Launch Date: 23 August 2002
  • ISA/SIPP compliant
  • £20,000 minimum

PORTFOLIO CO-ORDINATOR:
Nigel Moore

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers

RISK:
Medium and High risk, growth return, mainly UK investments.

PILLING IDEAL PORTFOLIO: INCOME

INVESTMENT AIM:

To provide an income return comparable to the FTSE 350 High Yield Index with growth over medium and longer term by medium risk exposure to world equity and fixed interest markets via unit trusts, OEICs and investment trusts.

KEY FACTS:

  • Launch Date: 23 August 2001
  • ISA/SIPP compliant
  • £20,000 minimum

PORTFOLIO CO-ORDINATOR:
Alistair Hodgson

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers

RISK:
Medium risk, balanced return but income biased, mainly UK investments.

PILLING IDEAL PORTFOLIO: HIGHER INCOME

INVESTMENT AIM:

To produce a level of income ahead of the yield on the FTSE Actuaries UK Gilts All Stocks and the FTSE 350 High Yield (equity assets), with reduced relative volatility in capital performance. Investments will be made across a spread of assets that may include Unit Trusts, OEICs, Funds and Investment Trusts focusing on fixed interest securities, equities, property and infrastructure. Gearing and use of covered options may be utilised in certain funds where this is expected to result in enhanced yield.

KEY FACTS:

  • Launch Date: 23 August 2002
  • ISA/SIPP compliant
  • £20,000 minimum

 

PORTFOLIO CO-ORDINATOR:
Alistair Hodgson

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers

RISK:
Medium risk, income return investments.

PILLING IDEAL PORTFOLIO: OVERSEAS GROWTH

INVESTMENT AIM:

To provide predominantly long term capital growth superior to the FTSE All World Index (Ex UK) through the active management of a diversified portfolio with exposure to equity and fixed interest markets, via a medium to high risk portfolio of unit trusts, OEICs and investment trusts.

KEY FACTS:

  • Launch Date: 23rd April 2005
  • ISA/SIPP compliant
  • £20,000 minimum

PORTFOLIO CO-ORDINATOR:
Terry Applegate

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers

RISK:
Medium and High risk, growth return, non-UK investments.

PILLING IDEAL PORTFOLIO: CONSERVATIVE

INVESTMENT AIM:

To target a positive capital return of cash plus 3.5%(not guaranteed) over the medium term with a focus on capital preservation, across the market cycle. The investment style is focused on generating low volatility of returns relative to the stockmarket. This will be achieved by utilising principally absolute return funds, alternative assets, fixed income and multi asset investment strategies with a minimum exposure to equites, via a portfolio of unit trusts, OEICs and investment trusts. The benchmarks are the FTSE Private Investor Conservative Index and the FTSE All-Share Index.

KEY FACTS:

  • Soft Launch Date: 1st Jan 2015
  • Actual Launch Date: 1st July 2016
  • ISA/SIPP compliant
  • £20,000 minimum

PORTFOLIO CO-ORDINATOR:
Nigel Moore

PORTFOLIO MANAGERS:
Pilling & Co Investment Managers

RISK:
Medium/Low, Capital preservation focus (this is not an income product).

Further PIP Information