Protecting and growing your wealth so you can keep living the life you want
Every investor is unique.
But each faces the same challenge - growing their wealth in real terms. But they're not looking to make life more complex. They want the investment process to be clear and understandable, delivered by experts they can relate to, not a faceless entity. Perhaps that's true for you, too?
I really don't care or understand why my investments are always measured against things like the FTSE 100 Index for equities or ARC PCI indices like the Sterling Steady Growth Index. They're just not relevant.
A relevant and clear approach to preserving wealth.
The investment world is notorious for charts, jargon, benchmarks, abbreviations and unfathomably long lists of investment strategies and funds that confuse and baffle. That's a shame. Some choice is good, but too much choice isn’t always better.
Most of us want answers to simple questions. Is our money keeping pace with or beating inflation? Three, five or ten years from now, will I be able to afford to live the life I want? That's what really matters, not relative performance to a market index.
Refreshingly straightforward investment solutions.
We've opted for a clear and relevant benchmark for our investment portfolios: outperforming inflation using the Consumer Price Index (CPI). We use CPI because it’s the benchmark that will really affect how you live your life and the value of your legacy in the future.
We offer three different investment solutions to protect your wealth from inflation. All three measured against CPI.
Prosper
Perfect for investors looking for a low-cost way to invest, Prosper includes a range of market-tracking assets covering global investment markets.
Plus
Plus is designed for investors happy to pay a little more to have the potential to make greater returns. These portfolios include exposure to actively managed investments alongside market-tracking.
Purpose
Purpose is built on responsible and sustainable investment principles. It's ideal for investors who want to align their investments to benefit people and society.
Please remember that, as with all investments, your capital is at risk. Past Performance is not an indication of future performance.
Managing risk with clear labels.
Each solution in our range has four portfolios representing the returns we aim for, with varying levels of risk. In simple terms, the higher the number, the higher the risk. For example, Prosper One aims to achieve a 1% return above inflation after fees, while Plus Three aims to achieve 3% above inflation and Purpose Four, 4%. All returns are measured over a rolling five-year period. The higher the number, the higher the risk.
All portfolios are refreshingly straightforward about the risks and benefits, in language anyone understands. No Google needed.
We focus on your long-term prosperity and peace of mind.
If you’re an investor, please get in touch with your Financial Planner to learn more about our solutions. If you're an advisor, please feel free to contact us.
Email us
contact@perim.co.uk
Call us
01273 916834