London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial

Diversifying our UK Equity Holdings

 

We have recently started to use the Deutsche Bank FTSE 100 equal weighted passive index fund as a means to diversify our UK holdings.  To help clients understand why we like this index we have produced a fact sheet which can be found here:

This is part of our on-going research into investment funds.  To ensure that we remain at the fore front of asset allocating, we aim to provide a varied exposure to different market sectors.  This helps to spread risk and differentiate returns.

If you would like to know more about the fund or any other aspect of our investment process do please get in touch.

News

The latest news from Swallow Financial Planning and the financial industry

What Did Merle Know?.. July 31, 2024

What did Merle Know? - Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions.

Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions. ...

Changes to Lifetime Allowance June 27, 2024

Due to the TTFAC, requirements providers will not agree to RBCE events without written proof of any past crystallisation events. This will cause delays and significant additional work when any client wishes to take pension benefits.

Fixed Rate or Index Linked Bonds May 16, 2024

Stick or Twist? With inflation on everyone's mind, this article aims to consider the difference between Index-Linked & Fixed Rate bonds....

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The latest news from Swallow Financial Planning and the financial industry