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JM Finn has announced the hires of Ian Posgate and Richard Cleary as investment directors in the new Cheltenham office.
Firm extends support for Yorkshire charity art exhibition.
JM Finn’s view on the 2025 All-In Summit convention of Silicon Valley leaders.
Cautious
This is our lowest risk strategy and may be suitable for an investor with a low risk tolerance looking to generate a return over time which exceeds the return available on cash deposits.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
01
Strategy name
Cautious
Client risk tolerance
Low
Exposure to company shares
Low
Client capacity for loss
Cautious investor concerned about losing money
Typical time horizon (years)
5+
Conservative
With moderate exposure to equity investments this strategy represents low risk and can be suitable for investors looking for a return and willing to accept a degree of loss.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
02
Strategy name
Conservative
Client risk tolerance
Medium low
Exposure to company shares
Moderate
Client capacity for loss
Cautious investor able to suffer a degree of loss
Typical time horizon (years)
5+
Moderate
A higher and significant exposure to equities offers the potential for greater returns but places a higher level of risk on the investment. Clients in this strategy must be able to accept at least a temporary loss of capital.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
03
Strategy name
Moderate
Client risk tolerance
Medium
Exposure to company shares
Significant
Client capacity for loss
Able to tolerate temporary loss of capital
Typical time horizon (years)
5+
Progressive
With an anticipated 80% of the portfolio invested in equities, this might be suitable for those investors looking to grow their assets but able to tolerate a high risk of losing their capital.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
04
Strategy name
Progressive
Client risk tolerance
Medium high
Exposure to company shares
High
Client capacity for loss
Able to tolerate higher risk of losing capital
Typical time horizon (years)
5+
Adventurous
This is the highest risk strategy, with almost all of the portfolio invested in equities. This can be suitable for long-term investors willing to accept a meaningful loss of capital in return for greater returns.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
05
Strategy name
Adventurous
Client risk tolerance
High
Exposure to company shares
High
Client capacity for loss
Looking for capital growth with acceptance of a high level of capital loss
Typical time horizon (years)
5+
