Insert Merge Variable

placeholder

Font Family

Are you still using a natural yield approach to build client portfolios and meet their long-term goals? If you are you could be putting them at a distinct disadvantage when it comes to the likelihood of achieving good long-term outcomes.

Read Yield of Dreams: can you live off natural yield? to learn why focusing solely on natural yield is not the best way to build portfolios and meet long-term client outcomes and discover a more robust alternative.

Download your copy now!

This document is only for professional financial advisers, their clients and their prospective clients. The information given here is for information purposes only and is not intended to constitute financial, legal, tax, investment or other professional advice. It should not be relied upon as such and PortfolioMetrix cannot accept any liability for loss for doing so. Any forecasts, expected future returns or expected future volatilities are not guaranteed and should not be relied upon. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance is not necessarily a guide to future performance. Portfolio holdings and asset allocation can change at any time without notice.

PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA No 564162) in the United Kingdom. PortfolioMetrix Asset Management SA (Pty) Ltd is an Authorised Financial Services Provider in South Africa. The information contained is given for information purposes only and is not intended to constitute financial, legal, tax, investment or other professional advice and should not be relied upon as such. Investments can go down as well as up and past performance is not a guide to the future.

CONNECT WITH US

Twitter LinkedIn LinkedIn

portfoliometrix.com

+44 207 965 7533

Ground Floor, 66 Buckingham Gate, London SW1E 6AU

EMAIL US
Font Size
Font Size
Font Family
Cookies