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ESG Long Term (ESG LT) Portfolios

This range of 5 risk-rated portfolios aims to increase in value, over a minimum of 11 years, by investing predominantly in low cost index tracker funds across global markets with a small exposure to active instruments where deemed potentially beneficial, whilst also ensuring any holdings comply with our Sustainable Investment Policy.

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The portfolios will achieve their aim through a combination of capital growth, which is profit on investments held, and income, which is money paid out of investments such as dividends from shares and interest from bonds.

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Important Information

The range is managed by Titan Asset Management, authorised and regulated by the Financial Conduct Authority. Titan Asset Management is part of the Titan Wealth group of companies.

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Long Term (LT) Portfolios

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Medium Term (MT) Portfolios

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This does not constitute an offer to sell or invitation to buy or invest in any funds mentioned herein it does not provide or offer financial investment, tax, legal, regulatory or other advice and recipients of this document must not rely on it as providing any form of advice. Recipients who may be considering making an investment should seek their own independent professional advice. None of the information contained on the website constitutes a recommendation that any particular investment strategy is suitable for any specific person. Further information, including a discussion of the risks of an investment, is set out in the relevant offering memorandum or prospectus, investors should seek independent financial advice before investing. This is published and provided for informational purposes only.

 

The value of an investment may fall as well as rise. Past performance should not be seen as an indication of future performance. Any opinions expressed reflect our current judgment and are subject to change without notice.

 

Capital at risk. The investment solutions are provided by the following wholly owned subsidiaries of Titan Wealth Holdings Limited: Titan Wealth Planning Limited (‘TWP’), Titan Investment Solutions Limited (‘TIS’), Titan Asset Management Limited (‘TAM’), Square Mile Investment Services Limited (‘SMIS’), Titan Alternatives Limited (‘TA’), and Titan Private Wealth Limited (‘TPW’). The independent research and consulting services are provided by Square Mile Investment Consulting and Research Limited (‘SMICR’) which is also a wholly owned subsidiary of Titan Wealth Holdings Limited. TWP, TIS, TAM, SMIS, and TPW are authorised and regulated by the Financial Conduct Authority. TA is an Appointed Representative of Sturgeon Ventures LLP who is authorised and regulated by the Financial Conduct Authority. SMICR is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of SMIS and SMICR.

 

We have been made aware of several scams which are currently targeting members of the public. These entities are in no way affiliated with Titan Wealth and we advise that caution is exercised before undertaking any communication with a firm you cannot independently verify via the FCA Register. Click the link to the FCA website to read more - TITAN INVESTMENT GROUP | FCA

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Titan Wealth Holdings Limited. First Floor Durell House, 28 New Street, St Helier, JE2 3RA, Jersey.
Company Registration Number: 132723