Equity
Portfolios
Tideway’s equity portfolios provide pure exposure to global stock markets, with no allocation to fixed income or alternative assets.
This focused approach allows investors to fully participate in the long-term growth potential of equities, which have historically delivered returns above inflation, albeit with higher levels of volatility.
Key Characteristics
Growth-focused returns: Equities offer strong long-term return potential
Higher volatility: Market declines of 20% are common, with more severe falls possible in extreme conditions
Multiple performance drivers: Influenced by interest rates, economic conditions, market shocks and investor sentiment
Valuation cycles: Markets can remain over- or undervalued for extended periods
Tideway combines active management with selective use of passive strategies, applying rigorous due diligence and disciplined stock selection while incorporating tracker funds where they provide efficient access to attractive market segments.
Key Benefits
Over the long term, equities have demonstrated a clear upward trajectory, supporting capital growth and helping investors outpace inflation.
While recovery periods after major downturns can be prolonged (such as the aftermath of the dotcom crash) dividend income can help cushion declines and support total returns, improving the overall resilience of the investment journey.
Information on Risk
Investing can help your money grow over the long term, but it involves taking some risk.
Historically, investing over longer periods (such as five years or more) has helped many people grow their money and keep pace with inflation, but returns are not guaranteed. The level of risk – and the ups and downs you may experience – will depend on how your money is invested.
Unlike cash savings, the value of investments can go up and down over time. This means that when you invest, there is a chance you could get back less than you put in, particularly over shorter periods or if you need access to your money at an unfavourable time.
Explore our two equity-based portfolios below.
Equity Income
This is our globally diversified equity portfolio, designed to deliver above average dividend income alongside long-term capital growth.
The strategy applies a value-oriented approach, targeting higher yielding companies on average while maintaining broad diversification across regions, sectors, market capitalisations, and currencies.
Suitable for medium to higher risk investors with a long investment time horizon, the portfolio accepts a degree of price volatility in pursuit of income and growth. It is particularly effective when held in tax efficient wrappers such as ISAs, SIPPs, and Offshore Bonds, where income can compound over time. It may also be appropriate for investors seeking to draw a modest level of income.
Tap the row labels in the table below to see a description of each item.
100%
0%
5
3-4%
Core Equity
This diversified equity portfolio is designed to deliver long term capital growth supported by a modest and steadily growing income stream.
The strategy invests in actively selected funds with broad diversification across regions, sectors, investment styles, market capitalisations, and currencies. It avoids concentrated exposure to fashionable market themes or overvalued areas, using evidence-based decisions. This results in a portfolio that is highly differentiated from passive indices and style driven markets.
Positioned for higher risk investors with a longer time horizon, the portfolio is intended for those comfortable with meaningful volatility in pursuit of long-term capital growth.
Tap the row labels in the table below to see a description of each item.
100%
0%
5
1-2%
Get in touch
If you would like to discuss any of our portfolios more in depth or assess their suitability for your needs, please do get in touch.
Give us a call on 020 3143 6100 to get started. Alternatively, fill out the form below and one of our expert wealth managers will be in touch shortly.
Tideway's Other 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.