This application provides an interactive overview of St. James’s Place’s new example portfolios. The application sits alongside the suite of marketing material provided for advisers. Advisers can use the application to explain to clients the range of portfolios available and the associated risks to these investments.
Advisers will talk through a client’s attitude to investment risk and, using the risk slider bar, they will be able to recommend example portfolios appropriate to the clients risk preference. In addition, the application also allows for the creation of bespoke portfolios using the entire range of both onshore and offshore St. James’s Place investment funds.
The fund mix breakdown for each portfolio is explained, asset allocations are clearly defined and risk factors for each fund are clarified for the client’s benefit. Further information on all funds is available as a linked factsheet.