Investing with Bankhouse

 

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Whenever investing, you should be aware that performance is not guaranteed, particularly when held over a short period. The value of investments may fall as well as rise and you may not get back the amount invested.

Bankhouse uses the investment expertise of Financial Express Analytics, which allows us to use their research capabilities as well as our own in-house knowledge to construct Investment Portfolios for our clients.

A big decision in the world of investments is whether to take an ‘active’ or a ‘passive’ approach to investment management. An active approach is where the fund manager uses their skill to select stocks they think will perform better than average or better than the benchmark in a particular sector. The passive approach is where funds don’t try to beat the index; they just try to match it as closely as possible. Typically the cost of active funds is greater than passives.

At Bankhouse Financial Management we take a neutral view over which is better between active or passive management. We would rather try to match the style of management to suit our clients. This could include a combination of both active and passive management funds.

Financial Express specialises in providing market leading quantitative analysis tools and ratings to help Financial Advisers. This provides the starting point for their research as this ensures that their research is both independent and free from any preconceptions or preferences any individuals or groups may have.

This process of constructing portfolios and choosing funds is overseen by our Investment Committee, who meet at least quarterly or more frequently if appropriate. By following the above process we can be confident of selecting suitable funds to build a robust portfolio.

We currently run eight portfolios, an example can be found by clicking on the link below.

Click below for further information on our whole Advice Process.

At the foot of this page you will find links to various document that we think may be helpful in understanding the current financial climate. These are updated as frequently as each document would suggest so you can always get the most up to date market and financial information.

Breakdown of Sample Model
BHFM advice process
Client focused newsletter for investors in the Vanguard Life Strategy Range of funds.

Please click on the link below if you wish to view the KIID's for our model 5.

Please note that Bankhouse Financial Management is not responsible for the content of these links and we accept no liability for any loss or damage that occurs as a result of following these links.

KIIDs_for_BHFM_Model_5_Sep_2017.pdf

 

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