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YORKSHIRE T20 PORTFOLIOS

The Yorkshire T20 Portfolio WILL ONLY invest in listed companies which are based in Yorkshire, in line with our firm commitment to local community-based asset management.

There are over 80 companies, with head offices in Yorkshire, that trade on the stock markets. These range from gourmet food producers to digital gaming companies, from property giants to healthcare equipment minnows.

The locally based team at Mole Valley Asset Management has the knowledge and experience to understand these companies, identify the changing trends and to select the Top 20 Yorkshire listed companies for your very own portfolio.

Our Yorkshire T20 Portfolio will only invest in 20 Yorkshire based listed companies.

WHAT YOU NEED TO KNOW

Why Mole Valley Asset Management?

  • Expertise in Yorkshire equity investment
  • The size of MVAM means that we can invest in the best companies regardless of their size, unlike larger investment houses.
  • Fees are fair and transparent, and we align our rewards to the success of our product.

Positives 

If a share disappoints the manager can sell.

If you need the money you can get at it.

Potential for strong returns.

Risks 

The biggest potential downside is that your capital is not guaranteed.

Investment in a Yorkshire T20 portfolio will have greater risk as the companies in the portfolio can be small companies.

The portfolio is concentrated, holding 20 companies, and therefore has additional company specific risk.

 

We Say…

We would not advocate putting your entire wealth in such a portfolio. While the rewards can be high so can the risks. However, if this sort of investment matches your risk profile then the Yorkshire T20 Portfolio with MVAM is a vehicle that can make a difference to your and your dependents’ future wealth.

 

GET IN TOUCH TODAY: Dorking – 01306 776999 or York – 01904 929430

EMAIL: ENQUIRIES@MVAM.COM