The InvestorWeb Equities Research
team constructs notional share portfolios
that are reviewed monthly and formally
released on a quarterly basis.
Key features include low turnover,
a small number of stocks (10 - 15
per portfolio) and medium to long-term
views of likely stock performance.
Five portfolios are maintained:
100 Leaders
Small Companies
Growth
Income
Value.
Managed
Fund Portfolios
The portfolios are developed using
the following philosophy:
Sector specific products
Only products from the recommended
list
No tactical asset allocation
No active currency management
Style neutral.
The portfolio composition is reviewed
monthly. Changes to portfolios, along
with a supporting discussion, are
provided by mid-month.
InvestorWeb Research maintains portfolios
for the following risk profiles:
High growth
Growth
Moderate growth
Moderate
Conservative moderate
Conservative.
Customised
Portfolios
InvestorWeb Research provides portfolios
for dealer groups and master trusts.
These portfolios are customised to
reflect the funds that they make available
to investors and are consistent with
the InvestorWeb Research ratings.
