Selected and GBP Portfolios
Selected Portfolios are constructed by JMI, the investment consultant to Select, to fit particular investor needs.
For full details, click on the Selected Portfolios listed below:
| Portfolio | Suitable for investors seeking… | Minimum investment | Fact Sheets |
|---|---|---|---|
| Selected Conservative Portfolio | A diversified investment to grow their capital over the medium term (more than five years) with low to medium volatility. | Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a minimum $10,000 investment | Selected Conservative Portfolio Fact Sheet |
| Selected Conservative Balanced Income Portfolio | To generate income and have the option of growing their investment over the medium term (more than five years) with medium volatility. | Initial investment: $20,000 Additional investment: $2,000 Regular investment: $500 p.m. |
Selected Conservative Balanced Income Portfolio Fact Sheet |
| Selected Balanced Portfolio | A diversified investment to grow their capital over the medium and long term (more than five years), while accepting medium volatility. | Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a minimum $10,000 investment |
Selected Balanced Portfolio Fact Sheet |
| Selected Growth Portfolio | A diversified investment to grow their capital over the medium and long term (more than five years), while accepting high volatility. | Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a minimum $10,000 investment |
Selected Growth Portfolio Fact Sheet |
| Selected High Growth Portfolio | A diversified investment to grow their capital over the long term (more than ten years), while accepting high volatility. | Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a minimum $10,000 investment |
Selected High Growth Portfolio Fact Sheet |
| Selected GBP Balanced Growth Portfolio | To hold their portfolio in Great British Pounds (GBP) and a diversified investment in which to grow their capital over the medium and long term (more than five years), while accepting medium to high volatility. | Initial investment: $20,000 Additional investment: $2,000 Regular investment: Not available |
Selected GBP Balanced Growth Portfolio Fact Sheet |
| Selected Responsible Investment Conservative Portfolio |
A diversified investment to grow their capital over the medium and long term (more than five years), while accepting medium volatility. The portfolio will be weighted towards investment securities that we believe are highly rated for the incorporation of Environmental, Social and Governance (ESG) factors into their investment decision-making, and are expected to have a positive impact on society. |
Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a minimum $10,000 investment |
Selected Responsible Investment Conservative Portfolio Fact Sheet |
| Selected Responsible Investment Balanced Portfolio |
A diversified investment to grow their capital over the medium and long term (more than five years), while accepting medium volatility. The portfolio will be weighted towards investment securities that we believe are highly rated for the incorporation of Environmental, Social and Governance (ESG) factors into their investment decision-making, and are expected to have a positive impact on society. |
Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a minimum $10,000 investment |
Selected Responsible Investment Balanced Portfolio Fact Sheet |
| Selected Responsible Investment Growth Portfolio |
A diversified investment to grow their capital over the medium and long term (more than five years), while accepting medium volatility. The portfolio will be weighted towards investment securities that we believe are highly rated for the incorporation of Environmental, Social and Governance (ESG) factors into their investment decision-making, and are expected to have a positive impact on society. |
Initial investment: $10,000 Additional investment: $2,000 Regular investment: $500 p.m. or $250 p.m. with a minimum $10,000 investment |
Selected Responsible Investment Growth Portfolio Fact Sheet |
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Disclaimer: JMI Wealth Limited is the investment consultant to the Select Wealth Management service. This website is for information purposes only. It does not take into account your investment needs or personal circumstances and so is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to your Financial Adviser. The price, value and income derived from investments may fluctuate because values can go down as well as up and investors may get back less than originally invested. Past performance is not indicative of future results and no representation or warranty, express or implied, is made regarding future performance. Reference to taxation or the impact of taxation does not constitute tax advice. The levels and bases of taxation may change. Where an investment is denominated in a foreign currency, changes in rates of exchange may have adverse effect on the value, price or income of the investment. While every effort has been made to ensure accuracy Select Wealth Management Limited, JMI Wealth Limited, nor any person involved in this website, accept any liability for any errors or omission.