Managing investment and pension fund risk
Nelson Life advocates diversification.
Diversification can have significant benefits for investors in terms of the risk-return profile of their own individual portfolio.
Please see LATEST HISTORICAL PERFORMANCE - SHARES, BONDS, COMMODITIES , INTEREST RATES & PROPERTY.
Nelson Life have access to leading investment managers DAVY and their Davy GPS Funds - these funds are available for investment and pension investors.
You can benefit from diversity and choice :-
Three distinct funds of funds with different investment objectives, risk/return profile and target asset allocation.
Each Fund in turn invests in a diverse range of investment funds (‘Underlying Funds’) with the aim of gaining exposure to a wide range of asset classes in various geographies.
Access a variety of international markets and investment opportunities.
Diversified portfolios can include equities, bonds and alternative investment funds such as property and commodities.
The Funds can be bought and sold on a daily basis on any business day in Dublin.
DAVY GPS provide three UCITS funds of funds (funds which invest in other funds), allowing investors to choose a fund to suit their investment objectives.
The Davy Cautious Growth Fund : for investors who prioritise reduced risk. This fund follows a strategy which aims for lower volatility but which could produce lower returns over the medium to long term.
The Davy Balanced Growth Fund: for investors who have a moderate approach to risk, with a balance between lower volatility and higher volatility assets.
The Davy Long Term Growth Fund: for investors who are willing to accept greater volatility in pursuit of higher returns to achieve longer term investment objectives.
Want to know more? We are available to discuss your options, and we look forward to hearing from you.
Our job is to help you choose a product and structure that will help you meet your goals.
telephone | 091441188 and/or email | office@nelsonlife.ie
RETIREMENT & PENSIONS | INVESTMENTS | FINANCIAL PLANNING | LIFE INSURANCE
Nelson Life Limited trading as Nelson Life is regulated by the Central Bank of Ireland.
WARNING: Past performance is not a reliable guide to future performance. WARNING: The value of your investment may go down as well as up. WARNING: You may lose some or all of the money you invest. WARNING: These funds may be affected by changes in currency exchange rates. WARNING: If you invest into this product you will have access until you retire (Pension Products). WARNING: The above content does not constitute investment advice, as it does not take into account the investment objectives, knowledge and experience of financial situation of any particular person. Prospective investors are advised to make their own assessment of the information contained herein and to obtain professional advice suitable to their own individual circumstances. WARNING: The information contained in this document is based on our understanding of current tax legislation and the current Revenue Commissioners interpretation thereof and is subject to change including retrospectively without notice. This is intended as a general guide only and is not a substitute for professional tax, legal and investment advice.