Every month we produce a factsheet for all Rockhold portfolios. These show all the information you need to know including the investment objective for the portfolio, its growth and returns and the way assets are allocated.
This site is for individuals living in the UK, over 18 years of age. Users will not be engaged in the giving of investment advice and will be accessing the site for information on personal investments only.
Retails Clients are defined by the FCA as neither a Professional Client nor an Eligible Counterparties, deemed to have lower knowledge of financial markets and products, and are therefore afforded greater protection. Firms maybe required to provide additional information to Retail Clients.
By continuing to use the information on this site you confirm that you are a Retail Client and that you have read, understood and accepted the terms & conditions.
Rockhold portfolios have been
5 Star rated and 5 Diamond rated by Defaqto
5 Star rated and 5 Diamond rated by Defaqto
Rockhold passive portfolios
Rockhold Passive Cautious 31 August 2020
Download PDF
Rockhold Passive Cautious Balanced 31 August 2020
Download PDF
Rockhold Passive Balanced 31 August 2020
Download PDF
Rockhold Passive Balanced Growth 31 August 2020
Download PDF
Rockhold Passive Growth 31 August 2020
Download PDF
Rockhold Passive Adventurous 31 August 2020
Download PDF
ROCKHOLD ACTIVE PORTFOLIOS
Rockhold Active Cautious 31 August 2020
Download PDF
Rockhold Active Cautious Balanced 31 August 2020
Download PDF
Rockhold Active Balanced 31 August 2020
Download PDF
Rockhold Active Balanced Growth 31 August 2020
Download PDF
Rockhold Active Growth 31 August 2020
Download PDF
Rockhold Active Adventurous 31 August 2020
Download PDF
ROCKHOLD 50% ACTIVE 50% PASSIVE PORTFOLIOS
Rockhold 50% Active 50% Passive Cautious 31 August 2020docx
Download PDF
Rockhold 50% Active 50% Passive Cautious Balanced 31 August 2020
Download PDF
Rockhold 50% Active 50% Passive Balanced 31 August 2020
Download PDF
Rockhold 50% Active 50% Passive Balanced Growth 31 August 2020
Download PDF
Rockhold 50% Active 50% Passive Growth 31 August 2020docx
Download PDF
Rockhold 50% Active 50% Passive Adventurous 31 August 2020
Download PDF