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Our Tailored Investment Strategies provide additional investment options for investors who wish to focus a portion of their overall fund in certain themed investments.

Providing you with personalised investment advice and dedicated support, Harvest’s Investment Advisory Service delivers bespoke investment solutions based on a foundation of sound financial planning.

Through the Conexim Investment Platform we offer our clients access to Pershing Securities International Ltd and a range of Tailored Investment Strategies constructed from an investment universe of thousands of funds.

Each strategy is designed to take advantage of thematic long term investment trends and can be structured as a standalone investment or incorporated within larger portfolios.

Cash Alternative Strategy

The Cash Alternative Strategy aims to deliver a return over the medium term significantly above the rate paid on cash deposits, while delivering a low level of volatility.

ESG Strategy

The ESG Strategy comprises four liquid funds, two equity based funds, one ethical bond fund and a specialised solar energy investment trust. The overall strategy therefore offers a broad asset mix.

Income Strategy

The Income Strategy aims to generate income via four funds providing daily liquidity, a global spread and exposure to a range of asset classes. These asset classes do not have a strong correlation during the investment cycle.

Liquid Property Strategy

The Liquid Property Strategy offers investors an alternative to direct property investment. The strategy combines the ability to trade freely with a reliable stream of in-come.

Future Tech Strategy

The Future Tech Strategy aims to gain exposure to themes which are expected to deliver strong growth across the globe over the coming decade. These include Biotechnology, Blockchain and Robotics.

This marketing information has been provided for discussion purposes only. It is not advice and does not take into account the investment needs and objectives, finacial position, rish attitude, liquidity needs, capital security needs and/or capacity for loss of any particular person. It should not be relied upon to make investment decisions.
Warning: Past performance is not a reliable guide to future performance.


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