Oakworth Pre-Defined Portfolio’s

Over the past year, the Fund Committee at Oakworth have been designing a range of risk aligned portfolios for our clients. We are pleased to announce that these are now active and performing significantly above the weighted benchmark.

How do they work?
*The first stage is to identify your ‘attitude to risk’ by completing a questionnaire - this will allocate you a risk level between 1-10 (1=very low risk, 10 = very speculative).
*We have Oakworth portfolio’s which correspond to your results and thus your portfolio exactly matches your risk.

What are the benefits?
*The Fund Committee reviews the funds every quarter and will write to you with any changes that we recommend. This in depth monitoring is important in a fast moving environment.
*The portfolios are rebalanced every 6 months meaning that you will never be in a portfolio that has deviated from its initial allocations, therefore risk level maintained.

The performance of our Oakworth 5 portfolio (balanced profile) is below:

1 mth% 4.61
3 mths% 5.13
6 mths% 8.21
1 yr% 28.33
2 yrs% 15.14
3 yrs% 10.59
4 yrs% 19.96

Performance figures are effective from 23rd March 2010. Past performance is not an indicator of future returns.

If you would like any more information on these products please contact 0800 018 6020.