Advertising Feature Continued Investing style Value Growth To create a balanced investment portfolio, its important to have a number of different funds that each have a different focus, whether it be an industry sector, or geographic region. Value investors try to find stocks trading for less than their intrinsic value. Growth investors look for companies that are expected to grow faster than the market. Investors believe the market will re-evaluate these companies in the future and their price will rise to reflect their true worth (value). They are less concerned with underlying value, as long as the company looks to be ever growing and the stock price with it. Examples include banks and financial service firms. A good example is technology stocks which have grown considerably in recent years. Quality The value of an investment with St. Jamess Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. Its also important to have a blend of investment styles in your portfolio, so that your assets are allocated across different parts of the market. An investment style is the philosophy an investor takes when selecting companies to invest in. Three key styles you will come across are Value, Quality and Growth. Its important you have a blend of the three styles to help you to manage risk and withstand periods of volatility, and give you the best chance of achieving your goals. Quality investors look for companies that do well in good times and bad. They believe that these companies are well placed to withstand uncertainty or hardship and can therefore help shield investors from volatile markets. Examples range from consumer goods or pharmaceuticals. You may get back less than the amount invested. If you would like to book an appointment to discuss anything youve read about today or would like advice on your existing financial arrangements, contact the team at Jamie Lewington & Co for a no-obligation chat. 01793 741246 lewingtonwealth@sjpp.co.uk How St. Jamess Place equity fund managers are spread across the three investment styles Value Quality Growth Select Equity EdgePoint Pzena Sanders Capital BlackRock (Global) Paradice Artisan Partners (Value) J O Hambro Global Equities Ninety One (Worldwide) Impax Artisan Partners (Opportunities) Magellan Sands Capital Jennison Associates Ninety One (Europe) AXA Investment Managers Nippon Value Investors RWC Artemis Columbia Threadneedle Aristotle Regional Equities Burgundy FSSA BlackRock (UK and GP) Somerset Capital Comgest Wasatch Jamie Lewington & Company Ltd is an Appointed Representative of and represents only St. Jamess Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the groups wealth management products and services, more details of which are set out on the groups website www.sjp.co.uk/products. Set course for Jamie Lewington & Company LTD