Investment Strategies

Looking to deliver consistent investment returns over
the long-term whilst managing risk to capital

One of the key principles of our Investment Services, is to achieve a consistent level of return for clients with similar financial circumstances. To achieve this objective we have evolved a series of core investment strategies which we believe should satisfy the return objectives of our clients, subject to the level of risk they are both prepared and can afford to take.

The returns achieved by the investment strategies are regularly reviewed to make sure the returns being achieved are in line with our expectations given the prevailing performance of financial markets.

HIGH YIELD

This investment strategy is designed for clients who specify a target annual income of 4%.

CONSERVATIVE

This investment strategy has the lowest level of risk of our managed portfolios. It is designed for clients who specify a Lower Risk mandate and wish to retain a minimum 60% exposure to investments we classify as lower risk.

DEFENSIVE

This investment strategy is designed for clients who specify a Lower Risk mandate and wish to retain a minimum 40% exposure to investments we classify as lower risk.

CAUTIOUS

This investment strategy is designed for clients who specify a Medium Risk mandate but who place greater emphasis on income rather than long term capital growth.

BALANCED

This investment strategy is designed for clients who specify a Medium Risk mandate and who place an equal emphasis on achieving long term growth in their capital and income.

DYNAMIC

This investment strategy has the highest risk of our managed portfolio range. It is designed for clients who specify a Medium Risk mandate and who seek capital growth from their portfolio

Our Company

James Brearley has a proud history of providing investment management and share dealing services to both private and professional clients for nearly 100 years.

As one of the North of England’s leading Investment Managers & Stockbrokers, we employ over 50 people. Our skilled and experienced staff combined with our financial strength enables us to provide high quality, bespoke and flexible services to all our clients. .

James Brearley & Sons Limited is authorised and regulated by the Financial Conduct Authority (FCA) and are a member of the London Stock Exchange.