Investment recommendations from my financial advisor.
Structured to reflect a typical advisor-led diversified approach.
Risk level: Adventurous (5.0/7).
Why: Most money sits in Risk 5 assets. The blend sets the overall score.
Top positions: TM Timeline 70-90% Equity Fund A GBP Acc.
Main asset type: Unit Trust.
Portfolio age: 4 days.
| Name | Type | Risk | Invested | Current | Gain/Loss | Return | Weight | Last Update | |
|---|---|---|---|---|---|---|---|---|---|
|
TM Timeline 70-90% Equity Fund A GBP Acc
0P0001VFOI.L
|
Unit Trust | 5 · Med-High | £25,000.00 | £25,150.97 | +£150.97 | +0.60% |
100.0% |
16 May | |
| Total | £25,000.00 | £25,150.97 | +£150.97 | +0.60% | |||||