Adventurous Portfolio

The Stirling House Adventurous Portfolio is a portfolio that offers dynamic asset allocation and thematic stock and fund selections.  It has been specifically designed for Higher risk investors.

The assets within the Stirling House Adventurous Portfolio are continually monitored and adjusted by our Fund Manager.  It is an actively managed portfolio that is constantly adjusted within the High/Adventurous attitude to risk category.

The portfolio’s value and the income it generates can be expected to fluctuate down as well as up.

Portfolio Objective

Focus on capturing returns available from global equity markets. The aim is to preserve and enhance the portfolio’s capital value over the longer-term (minimum 5 years). The portfolio seeks to achieve this by using a dynamic asset allocation process and a global thematic approach.

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Latest Adventure Portfolio Factsheets (Open PDF)