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Core Portfolios

The Core portfolio observes an accepted industry benchmark for asset allocation. It is reviewed annually and will have less transaction costs than the tacitcal portfolio. This means you are required to respond to fewer proposals.

Cautious

Balanced

Adventurous

Important information


Pensions are a long term commitment, you may not be able to access your pension funds until the age of 55 (currently), investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could impact your pension.

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The value of your investment and any income from it could fall or rise, and you may not get ack the full amount you invest.


Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.  

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Main Office & Postal Address

Reeves Independent Ltd, National Advice Centre, Park View House, Benton, Newcastle Upon Tyne, NE7 7TZ

Reeves Independent Limited and Reeves Financial Services Limited are part of the Reeves Group. Reeves Group Holdings Limited is registered in England and Wales (Company No. 12337395). Registered Office: 2nd Floor, Park View House, Front Street, Benton, Newcastle upon Tyne, NE7 7TZ.

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Reeves Independent; Reeves – The Pensions Specialist; Reeves – Pensions, Investments & Retirement Advice; Reeves Investment Services; Reeves Global Partners; and Reeves Private Client are trading styles of Reeves Independent Limited, which is authorised and regulated by the Financial Conduct Authority (FCA Register No. 839943). Company Registration No. 11751772. Registered Office: Park View House, Front Street, Benton, Newcastle upon Tyne, NE7 7TZ.

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Reeves Wealth Management; Reeves Partners; Reeves Investment Services; and Versteeg Lister & Company are trading styles of Reeves Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA Register No. 187607). Company Registration No. 03586020. Registered Office: Park View House, Front Street, Benton, Newcastle upon Tyne, NE7 7TZ.

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​The value of investments can rise and fall and you may not get back the full amount you invest.

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