Factsheets

Something to suit everyone's risk appetite!

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Global Balanced Strategy

The Global Balanced Strategy is driven by a view of global macroeconomics.

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UK Balanced Strategy

The UK Balanced Strategy mirrors the Global Balanced Strategy using Sterling assets.

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Balanced Income Strategy

The Balanced Income Strategy pursues a requirement for income in all market conditions.

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UK Equity Strategy

The UK Equity Strategy is underpinned by a view of UK macroeconomics.

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Overseas Equity Strategy

The investment objective of the Overseas Equity Strategy is formed by global macroeconomics.

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Equity Income Strategy

The Equity Income Strategy is driven by a view of macroeconomics and the dividend outlook for individual companies.

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Global Equity Collectives Strategy

The Global Equity Collectives Strategy is driven by a view of global macroeconomics.

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Global Equity Income Collectives Strategy

The Global Equity Income Collectives Strategy is driven by a view of global macroeconomics with an income bias.

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Global Thematic Strategy

The Global Thematic Strategy conforms to a long term vision of the way global economies, especially those in the emerging highly populous markets, will develop over the next 10 to 20 years.

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Sterling Bond Strategy

The Sterling Bond Strategy aims to provide high quality income.

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Overseas Bond Strategy

The focus of the Overseas Bond Strategy is global macroeconomics and in particular interest rate cycles.

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Whitefoord LLP is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 517235