Portfolios
Our investment strategies
No two dreams are the same
That’s why we’ve developed three investment strategies, each with five risk-graded portfolios. It keeps things simple, while empowering you to make informed decisions about your wealth and your future.
Each strategy has a distinct focus, but they’re all built on the same principles of common-sense decision making and rigorous research. They’re diverse, to mitigate risk and maximise returns. They’re thoroughly risk analysed, based on several proven formulae. And they’re constantly scrutinised and challenged to ensure they deliver on your goals.
Choose one that aligns with your beliefs and ambitions – or go for a tailored blend of assets and strategies. Either way, you can expect no-nonsense advice and support from some of the best financial minds in the UK.
– The value of your investments can go down as well as up, so you could get back less than you invested. Past performance is not a reliable indicator of future performance –
Our investment strategies
It’s quite simple. We offer three distinct strategies, each with five risk-graded portfolios. We’ll be on hand with tailored, no-nonsense advice to help you make the right choice.
Becketts’ portfolios consistently beat industry benchmarks and are regularly graded ‘A’ by a leading investment analysis platform.
Core
A proven, unrestricted strategy
It’s all in the name. Core is our longest-running and most popular investment strategy.
Core has one goal: to maximise returns for every unit of risk taken. We achieve this through a blend of active and passive investment strategies, managed by our in-house team of investment experts.
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How it works
If investment was coffee, Core would be our signature blend. It’s a diverse, unrestricted, growth-focused strategy founded on more than 20 years of research and investment expertise.
We know through experience that success stems from diversity. So we use a blend of active and passive strategies to maximise our investment options and achieve the best results for our clients. After all, more options mean more opportunities.
And while growth is the goal, we’re always keenly aware of potential risks. That’s why we constantly monitor our portfolios for cost and performance using a rigorous, six-step review process.
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Is it right for me?
You want to live dreams, not chase them
Core prioritises growth above all else. It aims to get you where you want to be – without compromise.You want experience on your side
Core has been our central strategy since 2007 and has consistently delivered above-average returns for clients.You value our values
Core is the purest expression of our investment philosophy – to maximise your reward for every unit of risk you take.
Resolve
Investing in a greener, fairer future
All our strategies look to the future. However, Resolve goes one step further – it champions funds that drive positive change today and innovate for a better tomorrow.
But Resolve doesn’t mean settling for less. While the building blocks are different, our approach remains the same – we fight to protect and grow your wealth like it’s our own.
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How it works
Choose Resolve and make a difference. We’ve built this strategy from the ground up to champion green pioneers and architects of change. Your wealth will exclusively support developments in areas like climate, green energy and social issues.
Resolve follows Core’s proven asset allocation and risk management strategy, but it is not a trimmed-down copy. Resolve is unique and proactive – we look for leaders across a range of industries and choose only those with the best green credentials and growth potential.
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Is it right for me?
You’re keen to push things forward
Money talks. Choosing Resolve lets businesses know you’re ready to invest in making a difference.You’re future-focused
Resolve recognises that change is needed and safeguards your assets for a greener, fairer future.You still want security
Resolve works just like our other portfolios. Rest assured, we’ll manage your investments with the same care, discretion and common sense.
Index
Investing with a keen eye on cost
Index looks at things a little differently. It aims to minimise spending by prioritising funds that track a market index.
It’s all about control. Index recognises that investing can be unpredictable, so it focuses on the one thing we can control with 100% certainty – cost.
Generally speaking, this means you’ll enjoy the returns the market provides – no more, no less.
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How it works
Index is the closest thing we offer to a passive investment strategy. It focuses mostly – but not exclusively – on tracker funds in order to reduce costs and manage risk. Tracker funds are assets that aim to mirror the performance of a market, rather than beat it.
But ‘passive’ doesn’t mean ‘perfunctory’. Index follows the same rigorous asset allocation approach as our Core strategy. And, of course, you can expect tailored, ongoing support from a financial adviser who knows your goals and fights to protect your wealth.
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Is it right for me?
Your key focus is cost
Index is all about reducing costs, so it’s ideal for investors who want to control their spending and enjoy predictable returns.You value simplicity
Index gives you the best of both – a simple, no-nonsense strategy with support from a dynamic, highly qualified team of investment experts.
Tailored strategies
More ways to make the most of it.
You know where you want to be. It’s our job to cut through the complexities of investing and carve a clear path to help you get there.
That’s why we’ll go above and beyond to tailor your investment strategy. We’ll get to know your goals, beliefs and circumstances so we can recommend a portfolio that delivers on all three counts.
Maybe you’re keen on Core but want some of your wealth to support Resolve’s green pioneers. Or perhaps you’d like the control that Index provides with a little of Core’s focus on active growth.
Whatever it takes, we’re here to make it happen.
Independent
Diverse
Transparent
Discretionary
Let’s make the most of it!
It’ll all start with a cuppa and a chat.
Either over Zoom or at our office, we’ll answer your questions. No commitment. Simply give us a call or complete our form on our contact page and one of our team will get in touch.
