Investment recommendations from my financial advisor.
This strategy follows a more traditional advisor-style diversified setup. This financial advisor investment strategy started on 12 May 2026 with £25,000.00 and is tracked to monitor long-term consistency, risk control, and holding-level contribution.
Performance context: Current value is £25,647.09 with total return +2.59% (+£647.09) since inception. Over the latest 30-day window, return moved -0.43%.
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 (100.0% of invested capital).
Holdings and data: 1 active holdings. Latest pricing update: 30 Jun 2026 23:00.
Portfolio age: 50 days.
| Name | Type | Risk | Invested | Current | Gain/Loss | Return | Weight | Last Update | |
|---|---|---|---|---|---|---|---|---|---|
|
TM Timeline 70-90% Equity Fund A GBP Acc
(GB00BVJ4YL89)
0P0001VFOI.L YF
|
Unit Trust | 5 · Med-High | £25,000.00 | £25,647.09 | +£647.09 | +2.59% | 100.0% | 30 Jun | |
| Total | £25,000.00 | £25,647.09 | +£647.09 | +2.59% | |||||
Investment Portfolio Dashboard for cross-strategy performance comparison and return tracking.
Investment Portfolio Graphs & Analysis for trend, volatility, and momentum views.
About This Simulated Investment Portfolio Project for methodology and rebalance process.
Investment FAQ For First-Time Investors for portfolio basics, risk, and cost awareness.
Investment Strategy Glossary for key terms like asset allocation, rebalance, and risk profile.