Strategic Equity

Suitable for those with a higher risk appetite, the TEAM Strategic Equity Portfolio is designed to achieve long-term capital growth on your investments, ensuring you reap the benefits of a rising equity market.

Our strategy provides you with a diversified interest in global equity markets. Our active investment style provides us with a high degree of flexibility and means we’re not just passively following the global equity benchmarks.

We aim to deliver the best risk-adjusted portfolio returns through cycles. We do this by maintaining a concentrated list of holdings, blending actively managed funds and Exchange Traded Funds across different regions.

The portfolio may invest up to 100% of its assets in equity markets. The maximum cash position is 10% at any time; however, this is the exception rather than the rule, ensuring that you are fully participating when equity markets are rising.

Underpinning this objective is the constant pursuit of genuine equity diversification.

• Average portfolio equity risk through market cycles is between 90-100%
• A concentrated list of holdings
• Blends actively managed funds and Exchange Traded Funds
• Active, high conviction approach
• Ensures you reap the benefits of rising equity markets
• Available as a GBP (£), US Dollar or Euro portfolio
• Bespoke portfolio according to client needs and preferences available on request