For portfolios under £100,000, we would recommend a portfolio containing solely collective investments (unit trusts, OEICS and investment trusts). Collective investments are in themselves diversified, so BRI’s Collectives Portfolio Service enables clients to obtain an individually tailored portfolio containing an appropriate spread of investments without the risk of a change in price of one individual company share disproportionately affecting the overall value of the portfolio.
As BRI is wholly independent, we select collective investments on the basis of a proven ability by their managers to achieve consistently excellent fund performance across a range of time periods and market conditions.
Clients’ portfolios are spread across a range of asset classes and geographic areas that are in our view most likely to give superior returns for the prevalent economic conditions.