At Baggot we have developed a collection of Investment Products to cover most investment requirements.
a Global Absolute Return strategy which aims to provide positive annualised investment returns in all market conditions on a medium to long term basis. The BMS-ARP strategy utilises ten individual strategies, which are employed to varying levels dependent on market conditions. Download our Key Features Document for detailed information..
A Diversified strategy which aims to provide positive annualised investment returns on a medium to long term basis, while managing the portfolio within its risk parameters. This investment strategy can invest in a range of asset classes. This is a medium risk strategy with the objective of having a moderate investment allocation to higher risk assets such as Equities, Property, and Commodities.
An Equity Portfolio product bringing together a basket of high ranking equally weighted stocks. The portfolio is invested based on value investing strategies aimed at delivering positive annualised investment returns. This strategy is ranked at 6 on the ESMA risk scale and has a portfolio volatility of 15-20%. This portfolio is suitable for clients with varying amounts of funds to invest and a time horizon of two to five years.
The best time to start a Financial Plan is right now. Just like a business benefits from financial planning so to do individuals. A Financial Plan is essential to the success of your financial future and helps ensure you achieve your financial goals. We extrapolate your current financial situation adding life events, inflation, investment returns and optimise the simulation to deliver your financial goals. This personalised financial road map will help you succeed financially.
Given the current economic cycle where equities and bonds have had a considerable multi-year rally this is the current recommended investment product list. All products are subject to client risk profiling and personal tax configuration.