Global Growth Portfolio Explained
Fundamental Global Growth Portfolio Explained
Investing in large international companies can be a strategic move for those seeking significant investment growth.
About This Portfolio?
Investing in some of the world's largest high-quality companies through the Fundamental Global Growth Portfolio offers a compelling opportunity for growth. With economic recovery, innovation, diversification benefits, strong financial performance, and a focus on sustainability, now is an excellent time to consider adding these companies to your investment portfolio. As always, it's important to conduct thorough research and consider your financial goals and risk tolerance before making investment decisions.
Economic Recovery & Growth
Many economies around the world are experiencing a robust recovery post-pandemic. This recovery is driving growth in various sectors, including technology, healthcare, and consumer goods. Companies that have adapted and thrived during these challenging times are well-positioned to capitalise on the economic upswing.
Innovation & Technological Advancements
Global companies are at the forefront of innovation, investing heavily in research and development. From advancements in artificial intelligence and renewable energy to breakthroughs in biotechnology, these companies are leading the charge in creating the technologies of tomorrow. Investing in these innovators can provide exposure to cutting-edge developments and potential high returns.
Strong Financial Performance
Many top international companies have demonstrated strong financial performance, with healthy balance sheets and consistent revenue growth. These companies often have a worldwide footprint, allowing them to tap into multiple markets and mitigate regional economic fluctuations.
Bespoke Tailored Service
Our high-net-worth investors receive a tailor-made, bespoke investment portfolio with a minimum investment of £100,000. However, we recommend an investment of £250,000+ for a direct equity portfolio of this nature. We accept existing ISA transfers, using previous ISA allowances while keeping the tax breaks. This service is designed for those who wish to invest not just for today, but for the years ahead.
Ethical & Responsible
There is a growing emphasis on sustainability and Environmental, Social, and Governance (ESG) criteria. Companies that prioritise ESG factors are not only contributing to a better world but are also attracting a growing base of socially conscious investors. This focus can lead to sustainable growth and long-term value creation.
Can Be Blended with High Yield Companies
If requested, the portfolio can be blended with our Dividend Income model. By investing in companies with sustainable dividend yields as well as solid growth, you can benefit from a high yield income as well as capital appreciation over time.
Expert Management
Our team of experienced portfolio managers is dedicated to rigorous research and active management. We continuously monitor and adjust the portfolio to ensure it aligns with market conditions and your financial goals. This hands-on approach helps maximise returns and mitigate risks.
Personalised Service
At Fundamental Asset Management, we pride ourselves on offering personalised service. Each client has a direct line to their named portfolio manager, ensuring that your unique financial needs and goals are always prioritised.
Can Be Held As An ISA or Non-ISA
This investment can be held as an ISA or a non-ISA. We accept ISA transfers in of ISAs invested elsewhere. An Individual Savings Account (ISA) provides numerous benefits, making it a favoured option for saving and investing in the UK. Here are some key advantages:
- Tax-Free Returns: One of the primary benefits of ISAs is that any interest, dividends, or capital gains earned within the account are tax-free, which can significantly enhance your savings over time.
- No Upper Age Limit: Unlike some other savings products, there is no upper age limit for opening an ISA, making it accessible to a broad range of savers.
- Inheritance Benefits: In the event of your death, your ISA savings can be transferred to your spouse or civil partner through an inherited ISA allowance, maintaining its tax-free status.
Visit our Fundamental Global Growth Portfolio Key Stats
