Our ProFolio range of funds combine a diversified asset mix, giving you access to thousands of equities and bonds in a single investment as well as other asset classes. This helps reduce risk by spreading your investments and provides agility to market conditions.
This section of our website is intended for professional intermediaries and should not be relied upon by retail investors. Please note that our portfolios are generally not directly available to retail clients without the recommendation of a financial adviser.
The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.
Investors should ensure that they have read and understood the Non UCITS Retail Key Investor Information Document (NURS-KII).
The information contained within this document is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Risk factors should be taken into account and understood including (but not limited to) currency movements, market risk, liquidity risk, concentration risk, lack of certainty risk, inflation risk, performance risk, local market risk and credit risk.
ProFolio Model is a multi-asset fund that offers a mix of equities, bonds, and alternative assets like property, infrastructure, indirect foreign currency exposure, and commodities.
The objective of the Fund is to provide capital growth, with the potential for income, over any 7-year period. Achieving greater diversification and efficient trading with a single fund, unlike portfolios that use separate funds for equities and bonds. The ProFolio Model fund range is built specifically for UK investors, has a UK biased asset allocation and uses a Progeny Asset Management’s investment process based on global market indices. Enjoy the benefits of frictionless trading, tactical management to rebalance against market conditions, and reduced Capital Gains Tax that provides a balance of risk and reward.
Progeny is a trading style of The Progeny Group Limited and is used by various companies within the Progeny group of companies. The Progeny Group Limited is a limited company registered in England and Wales with number 09276612. The company’s registered address is 1A Tower Square, Leeds, LS1 4DL.
Progeny is also a trading style of Progeny Asset Management Limited and is used by various companies within the Progeny group of companies. Progeny Asset Management Limited is a limited company registered in England and Wales with number 09415365. The company’s registered address is Progeny, 1A Tower Square, Leeds, LS1 4DL. Progeny Asset Management Limited is authorised and regulated by the Financial Conduct Authority (No. 740528).
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
© 2023 The Progeny Group Limited
