Governed Investment Portfolios

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Quarterly Review Booklet

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Our range of Governed Investment Portfolios allow you to invest with the reassurance that your investments are being expertly managed and reviewed on a quarterly basis by our Investment Committee who are looking out for your best interests.

By recommending the most appropriate Governed Investment Portfolio to optimise returns within given risk levels, we take the stress out of investing.

How Do Governed Investment Portfolios Work?

At LEBC, we have a variety of established Governed Investment Portfolios. The most appropriate one for your investment needs is identified after completing an in-depth risk analysis with your adviser. 

Your money can be invested in one of three ways into a portfolio. It can be invested via an ISA, Investment Funds or a Pension.

Every three months the LEBC Investment Committee meets with a panel of independent financial researchers to review the performance of the past quarter, assess anticipated market trends and to decide if your current funds are still appropriate.

Following this, you are provided with a Quarterly Portfolio Review pack which provides a market update, a reminder of your portfolio assets and the performance of your portfolio since launch. The pack also outlines the decision of the committee and whether any changes need to be made to your portfolio.

Why Choose Governed Investment Portfolios?

By investing in Governed Investment Portfolios, you are taking away the stress of managing your own investments.  You can rest easy in the knowledge that your portfolio is governed and closely monitored by investment experts on an ongoing basis. Not only that, but LEBC Governed Investment Portfolios can be more cost effective than investing on an individual bespoke basis.

Important Information:
The value of investments and income from them may go down. You may not get back the original amount invested. Past performance is not indicative of future performance.

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Northern Ireland