Giles, age 45, is a semi-retired self-employed property consultant. He has investments worth £2m, comprising £900,000 in equities, £300,000 residential property and £800,000 fixed-term bank bonds of varying maturities, with an unmortgaged family home.
While he wants to preserve his wealth he also wants to invest in long-term equity holdings and medium-term cyclical holdings. He is especially keen to invest in housebuilders and other cyclicals as his bank bonds mature. He confines his holdings in funds to emerging market investment trusts.
To continue reading, register today
to enjoy limited access to the following:
- Daily trading news
- Funds coverage
- Features on big investment themes
- Comprehensive companies coverage
- Economic analysis