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The Six Pilling Ideal Portfolios (PIPs)

PILLING IDEAL PORTFOLIO: GROWTH

INVESTMENT AIM:

To provide a balanced return of growth and income superior to the FTSE All-Share Index over medium and longer term by exposure to world equity and fixed interest markets via a medium risk portfolio of unit trusts, OEICs and investment trusts.

Medium risk, balanced return but growth biased, mainly UK investments

KEY FACTS:

 Launch Date: 23 August 2001

 ISA/SIPP compliant

 £20,000 minimum

PORTFOLIO CO-ORDINATOR:

 Mike Talbot/Alistair Hodgson

PORTFOLIO MANAGERS:

 Pilling & Co Investment Managers 


PILLING IDEAL PORTFOLIO:

SELECT OPPORTUNITIES

INVESTMENT AIM:

To provide long term capital growth superior to the FTSE All-Share Index through exposure to equity and fixed income markets, together with unlisted investments, via a medium to high risk portfolio of unit trusts, OEICs and Investment Trusts.

Medium and High risk, growth return, mainly UK investments

KEY FACTS:

 Launch Date: 23 August 2002

 ISA/SIPP compliant

 £20,000 minimum

PORTFOLIO CO-ORDINATOR:

 Nigel Moore

PORTFOLIO MANAGERS:

 Pilling & Co Investment Managers 


PILLING IDEAL PORTFOLIO: INCOME

INVESTMENT AIM:

To provide an income return comparable to the FTSE 350 High Yield Index with growth over medium and longer term by medium risk exposure to world equity and fixed interest markets via unit trusts, OEICs and investment trusts.

Medium risk, balanced return but income biased, mainly UK investments

KEY FACTS:

 Launch Date: 23 August 2001

 ISA/SIPP compliant

 £20,000 minimum

PORTFOLIO CO-ORDINATOR:

 Alistair Hodgson

PORTFOLIO MANAGERS:

 Pilling & Co Investment Managers


PILLING IDEAL PORTFOLIO: HIGHER INCOME

INVESTMENT AIM:

To produce a level of income ahead of the yield on the FTSE All Gilts (fixed interest assets) and FTSE 350 High Yield (equity assets), with reduced relative volatility in capital performance.  Investments will be made across a spread of assets that may include Unit Trusts, OEICs, Funds and Investment Trusts focusing on fixed interest securities, equities, property and infrastructure.  Gearing and use of covered options may be utilised in certain funds where this is expected to result in enhanced yield.

Medium risk, income return investments

KEY FACTS:

 Launch Date: 23 August 2002

 ISA/SIPP compliant

 £20,000 minimum

PORTFOLIO CO-ORDINATOR:

 Alistair Hodgson

PORTFOLIO MANAGERS:

 Pilling & Co Investment Managers


PILLING IDEAL PORTFOLIO: OVERSEAS GROWTH

INVESTMENT AIM:

To provide predominantly long term capital growth superior to the FTSE All World Index (Ex UK) through the active management of a diversified portfolio with exposure to equity and fixed interest markets, via a medium to high risk portfolio of unit trusts, OEICs and investment trusts.

Medium and High risk, growth return, non-UK investments

KEY FACTS:

 Launch Date: 23rd April 2005

 ISA/SIPP compliant

 £20,000 minimum

PORTFOLIO CO-ORDINATOR:

 Terry Applegate

PORTFOLIO MANAGERS:

 Pilling & Co Investment Managers


PILLING IDEAL PORTFOLIO: CONSERVATIVE

INVESTMENT AIM:

To generate a positive capital return of cash plus 3.5% over the medium term with a focus on capital preservation, across the market cycle. The investment style is focused on generating low volatility of returns relative to the stockmarket. This will be achieved by utilising principally absolute return funds, alternative assets, fixed income and multi asset investment strategies with a minimum exposure to equites, via a portfolio of unit trusts, OEICs and investment trusts. The benchmark is the FTSE Private Investor Conservative Index and the FTSE ALL-Share Index.

Medium/Low, Capital preservation focus (This is not an income product)

KEY FACTS:

 Soft Launch Date: 1st Jan 2015

Actual Launch: 1st July 2016

 ISA/SIPP compliant

 £20,000 minimum

PORTFOLIO CO-ORDINATOR:

 Nigel Moore

PORTFOLIO MANAGERS:

 Pilling & Co Investment Managers

Pilling Ideal Portfolios (PIPs)

PIPs Definition of Risk

PIPs Brochure and Application Form

Discreet Annual Performance

Home / Products & Services / Pilling Ideal Portfolios (PIPs) / The Six Pilling Ideal Portfolios (PIPs)

 

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Authorised and Regulated by the Financial Conduct Authority No. 
652114
REGISTERED IN ENGLAND AND WALES No: 9220456

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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.