The latest model Adapt IHT Portfolios performance figures are now available.

Adapt IHT Q2 Performance Sheet – Capital Preservation Portfolio

The Capital Preservation Portfolio continues to perform exceptionally well, above the 4% target with returns increasing in the quarter to 4.02%

Adapt IHT Q2 Performance Sheet – Growth Portfolio

The Growth Portfolio continues to provide strong risk-adjusted returns at 5.53%, very close to the target 6%.

CAPITAL AT RISK

To find out more about the Adapt IHT Portfolios simply call us on 01684 571 255 or email [email protected] to request an illustration, or to arrange an appointment with one of our team.

Coronavirus updates – keep up to date on our approach here.

 

Service continuity and risk management

All of our products and services are running, now with increased risk management and monitoring across investments. We have also expanded our IT capacity, and have enhanced our processes to meet customers’ requirements during this period.   

 

Contact us for support

We continue to offer extensive support for our financial planning partners and their clients. If you have questions on investments or any aspect of our processes, please contact us on [email protected] or call 01452 717070.

 

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