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Portfolio adjustment request

Your Argyle Financial Bulletin for July 2015

Dear Client,

Proposed Changes in your Asset Allocation.

Although we will no doubt continue to hear about the problems in Greece long into the future, it now seems sensible to begin re-balancing the funds in your portfolio to seek some extra growth.

We are maintaining an overall ‘cautious’ stance, but are also recommending a gradual reduction in UK Government Gilts, coupled with a corresponding increase in the Equity portion of your portfolio.

You will need to accept our recommendations by clicking on the link below to send us an email (including your name), which provides Argyle with the authority to make these changes on your behalf.

Acceptance

 

The proposed changes are...

Logo imagesSell

  • M&G Index Linked Bond,
  • Axa Sterling Index Linked Bond
  • L&G Gilt Index.

Buy

  • Kames UK Smaller Cos
  • Axa Framlington UK Smaller Cos
  • Old Mutual Dynamic Equity.

This should allow you to enjoy more of the growth currently being seen in the UK economy. Of course, we continue to monitor markets all around the globe and assuming that present trends continue, we anticipate some further adjustments as we move through the year.

The Budget

The recent Budget was used to announce a number of legislative changes which will be introduced during the tenure of the current Government. We will also keep you informed of these changes as and when they become effective and relevant to your financial position.

As always, we would encourage you to get in touch if there any aspects of your financial affairs which you would like to discuss further.

Please remember...

We encourage you to pick-up the phone (or Skype us) if you would like to discuss any matters further.

regards

Phil Melville & Jean MacIntyre

Financial Planning

Don't delay... it's never too soon to act.
Whether it's planning your children's or grandchildren's Further Education, arranging mortgages or life cover or assessing your pension provision - please chat with us to discuss what options may be best for you.

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Need Advice? We're here to help.

We offer a highly personal service… which means you can contact us at any time to discuss any financial matter that may be of concern to you.

Please use 01442 842538 to contact us with any queries regarding this correspondence, or if you have any other matter which you would like to discuss, you can also email us at advice@argylefinancialgroup.co.uk

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