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.
This communication is not investment advice. 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. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.
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. This investment solution is structured to achieve broad diversification within a single fund that allows underlying assets to be managed efficiently. The ProFolio Model fund range is built specifically for UK investors with a UK biased asset allocation based on global market indices.
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
