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Evercore Pan Asset – PanDynamic Cautious Growth

Evercore Pan Asset – PanDynamic Cautious Growth Model Portfolio

Type: Managed portfolio available through the Ascentric platform

Aim: Growth by investing in a portfolio of ETFs managed to a cautious growth risk profile

Minimum investment: Lump sum £1,000

Investment split: 60% in defensive fixed income assets and 40% in risk assets including equities and property

Charges: Annual 0.25%, plus annual 0.25% platform charge and additional annual charges for product wrappers, dealing charge of £1 for each transaction are available for an annual fee of £60

Commission: Agreed between adviser and client

Contact: www.pan-asset.co.uk

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A bull case for US equities?

Neptune video: a bull case for US equities?

Watch Felix Wintle, head of US equities at Neptune, discuss why he believes US equities are in a structural bull market and the key factors that can drive the S&P 500 higher.

In the video, Wintle addresses the following:

• The US market and why — despite equities rising from 2009 — he believes the structural bull market only started in 2013
• Key economic and corporate factors that can drive the S&P 500 higher
• Investment themes and sectors offering exposure to the domestic recovery

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