There are five actively managed investment strategies available, each with different levels of risk and expected return, that are rigorously mapped within a specific Dynamic Planner risk profile tolerance. Each can be held within general investment accounts, ISAs, SIPPs and other wrappers (platform dependent).

Our Risk Targeted (‘RT’) Managed funds provides you with access to a discretionary management service at a much lower entry level than would normally be available and offers cost-effective global portfolio management across asset classes.

Wilton RT3

The objective is to preserve capital in real (inflation-adjusted) terms over the medium to longer term. Investors should expect low levels of reward and a low correlation to stock market behaviour, including modest fluctuations in values.

Wilton RT4

The objective is to assist investors looking to preserve their capital in real (inflation-adjusted) terms over the medium to longer term but who feel comfortable with some moderate fluctuation in values.

Wilton RT5

The objective is to build capital in real (inflation-adjusted) terms over the medium to longer term. Investors should expect reasonable correlation to stock market behavior and rewards, including quite sharp fluctuations in values, but also some protection in times of market weakness.

Wilton RT6

The objective is to build capital in real (inflation-adjusted) terms over the medium to longer term. Investors should expect a high correlation to stock market behaviour and rewards, including significant fluctuations in value, with only moderate protection in times of market weakness.

Wilton RT7

The objective is to build capital in real (inflation-adjusted) terms over the medium to longer term. Investors should expect a high correlation to stock market behaviour and rewards, and be entirely comfortable with substantial volatility and very limited protection in times of market weakness.

Current Performance

Wilton Bordier Risk Targeted Portfolio Factsheets

Our Risk Targeted (‘RT’) Managed Service offering provides you with access to a discretionary management service at a much lower entry level than
would normally be available and offers cost-effective global portfolio management across asset classes.

Wilton RT3 - June 2020

Wilton RT4 - June 2020

Wilton RT5 - June 2020

Wilton RT6 - June 2020

Wilton RT7 - June 2020

Please, click the button below to download Wilton Bordier Risk Targeted Portfolio Information Sheet.

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Risk warning: The value of the investments recommended may fall in value and that past performance is no guide to the future. The FCA does not regulate taxation. Wilton Wealth Management Ltd is an appointed representative of Sanlam Partnerships Ltd, which is authorised and regulated by the Financial Conduct Authority. The promotion is targeted at UK resident individuals over the age of 18. Wilton Wealth Planning adheres to and subscribes to the Financial Ombudsman Service. For full details of their service click here or contact us for further information.

The value of an investment and any income from it may fall as well as rise, may be affected by exchange rate fluctuations and you may not get back the amount you originally invested. The information in this advert does not constitute an offer of, or an invitation to buy or sell any security. Levels and bases of tax can change. We recommend that you seek the advice of your financial adviser before investing.

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