Investment Strategies
Growth Strategy
Focused on long-term growth, with a higher level of risk.
Grow your capital over time.
Designed to deliver stronger long-term returns through a higher allocation to growth assets.
For investors who are comfortable with market volatility in pursuit of higher returns.
Built with a portfolio tilted towards equities and other growth opportunities.
At a glance
- Risk level
- Medium to high (towards the higher end)
- Return objective
- Cash +6–8%
- Time horizon
- 5+ years
- Focus
- Long-term growth
- Minimum investment
- £10,000
What it invests in
A diversified mix of growth-focused assets, primarily equities, alongside selective exposure to other asset classes.
The portfolio is designed to capture long-term growth opportunities, while accepting higher levels of short-term volatility.
Who is it suitable for
This strategy may suit investors who:
Want to grow capital over the long term
Are comfortable with higher levels of market movement
Can stay invested through periods of volatility
Are investing with a longer time horizon
How it's managed
Managed in-house by our Guernsey-based investment team.
We take an active, long-term approach. Every holding is selected on its merits and its role within the portfolio.
The team meets regularly to assess global markets, and portfolios are adjusted when the facts change, not the headlines. Each investment is monitored continuously to ensure it continues to do its job.
Clients deal directly with the people making the decisions.
Downloads
Important Information
Everything you need to understand the strategy and the Rocq Capital Growth Fund in more detail.
Rocq Capital Balanced Fund
Looking for fund units instead?
The Rocq Capital Growth Fund is for clients who prefer to invest through fund units rather than a discretionary portfolio. It aims to deliver medium to long-term capital growth through a diversified mix of assets, with the majority typically invested in equities to support higher growth potential over time. This also means investors should be comfortable with higher levels of volatility than the Rocq Capital Balanced Fund. The fund follows the same in-house asset allocation and investment selection approach used across our discretionary portfolios, with weekly dealing and a minimum initial investment of £5,000.
Download the factsheet and key documents below.
Disclaimer
Important information
All investments carry risk. Their value can go down as well as up, and you may get back less than you invest. Past performance is not a reliable indicator of future results. This information is provided for general purposes only and does not constitute financial or investment advice. Investments may not be suitable for all investors. If you are unsure about the suitability of an investment, you should seek independent financial advice.
Rocq Capital is a trading name of both Rocq Capital Management Limited and Rocq Capital Securities Limited, which are both licensed by the Guernsey Financial Services Commission.
How to invest
You can invest from £10,000. If you'd like to understand how this strategy could fit within your wider portfolio, we're always happy to talk.