Our Investment Portfolios
Tideway offers a range of investment portfolios under three broad categories.
Tideway’s fixed income, or bond fund, portfolios offer more predictable returns than equity fund portfolios, especially over shorter time horizons.
Tideway’s equity portfolios are designed to give high long-term returns over and above inflation, but require a long investment time horizon and greater tolerance to volatility than our fixed income portfolios.
Tideway’s mixed asset portfolios offer a blend of bond and equity funds and include alternative funds designed to deliver returns even in equity market downturns. They offer diversification and can be used to fund differing rates of income withdrawals.
Understanding Investment Risk
When investing, it is impossible to avoid risk entirely. That said, at Tideway our priority is to achieve your financial goals and desired growth with as little risk as possible.
Our portfolios are built from regulated collective funds with daily liquidity, and each of these funds invests in multiple shares or bond securities. This diversification avoids us putting all of your eggs in one basket and makes Tideway’s portfolios less risky than investing directly in individual shares or bonds.
Your wealth manager will work closely with you to determine the appropriate risk profile for your needs and will recommend a portfolio accordingly. There are many factors that go into this assessment – to learn more about this process, read this article.
Portfolio construction at a glance
Tideway provides a summary table for each of its portfolios, which at a glance will tell you:
Higher equity content generally means higher risk, higher volatility with the prospect of higher long term returns.
Short time horizon investment content. These stabilise portfolios and offer short term liquidity to fund withdrawals.
A risk description from low to high. Higher risk portfolios will tend to have higher volatility and more uncertainty of return, with the prospect of higher long term returns.
The level of portfolio income generated, as an indication of the return that comes from income versus capital gains.
Portfolio At A Glance
View our portfolios
Tideway offers a wide range of carefully crafted portfolios to suit all needs and risk levels. Click the button below to learn more about these portfolios and how they are are constructed.