The baker hudson portfolio range
The BH Portfolios
The BH Portfolios
The BH Portfolios
Baker Hudson have created two core portfolios; an Equity Portfolio and a Bond Portfolio. Each consists of a diversified basket of funds, managed by carefully selected external fund managers. These core portfolios are then blended together to produce five risk profiled solutions.
The Equity Portfolio is strategically allocated across several geographic markets including the UK, Europe, North American, Asia, Japan and Emerging market countries.
The Bond Portfolio invests primarily in developed economy government and corporate bonds with a strong bias of investment grade bonds.
BH 1 - Defensive
The BH Portfolios
The BH Portfolios
A BH 1 - Defensive portfolio is designed for an investor with a very low risk tolerance. The portfolio aims to provide capital protection and deliver modest growth ahead of the rate of inflation whilst taking a level of risk consistent with a defensive risk attitude.
The fund predominantly consists of lower risk investment with the majority invested in Developed Economy Government Bonds and Investment Grade Corporate Bonds with a much lower proportion invested in medium to high risk investments such as Equities.
There will be a very low proportion invested in Emerging Markets.
BH 2 - Cautious
The BH Portfolios
BH 2 - Cautious
A BH 2 - Cautious portfolio is designed for an investor with a relatively low risk tolerance. The portfolio aims to deliver growth ahead of the rate of inflation whilst taking a level of risk consistent with a cautious risk attitude.
The fund has a bias towards lower risk investments with the majority invested in Developed Economy Government Bonds and Investment Grade Corporate Bonds with a lower proportion invested in medium to high risk investments such as Equities from UK and Developed Economies. There will be a small proportion invested in Emerging Markets.
BH 3 - Balanced
BH 5 - Adventurous
BH 2 - Cautious
A BH 3 - Balanced portfolio is designed for an investor with a moderate risk tolerance. The portfolio aims to deliver growth ahead of the rate of inflation whilst taking a level of risk consistent with a moderate risk attitude.
The fund provides a balance of low, medium and higher risk investments with a balance of UK and Developed Economy Government Bonds, Investment Grade Corporate Bonds and Equities. There will be a proportion invested in Emerging Markets.
BH 4 - Growth
BH 5 - Adventurous
BH 5 - Adventurous
A BH 4 - Growth portfolio is designed for an investor with a relatively high risk tolerance. The portfolio aims to deliver higher levels of growth whilst taking a level of risk consistent with a higher risk attitude.
The fund has a bias towards medium and higher risk investments with the majority invested in UK and Developed Economy Equities with an increasing exposure to Emerging Markets. A smaller proportion will be invested in lower risk investments including Developed Economy Government Bonds and Investment Grade Corporate Bonds.
BH 5 - Adventurous
BH 5 - Adventurous
BH 5 - Adventurous
A BH 5 - Adventurous portfolio is designed for an investor with a high risk tolerance. The portfolio aims to deliver maximum levels of growth whilst taking a level of risk consistent with a high risk attitude.
The fund predominantly consists of higher risk investments with the majority invested in UK and Developed Economy Equities. There will be a greater proportion invested in Emerging Markets.