• a complete guide to our portfolios

    whatever your risk profile there’s
    a portfolio tailored to your needs

what portfolio options are available to me?


Choosing the right portfolio and managing your investments may seem like a daunting process, which is why we are here. With a dedicated team on hand to guide you through every step of the process, we’ve made investing effortless.

The three portfolios currently available to our clients through ISA, SIPP, QROPS and GIA wrappers comprise a globally diversified mix of investments and asset classes – detailed below. They have been developed to cater to varying risk profiles:

Aqua TickCautious – 3% target rate*
ideal for first time investors

Aqua TickBalanced – 5% target rate*
suitable for those with a medium risk appetite

Aqua TickAdventurous – 7% target rate
most suited to those who aren’t afraid to take risks

Our aim is simple – to generate you as much income as possible from your savings or retirement fund, primarily through seeking capital gains and an investment income, whilst minimising the risks.

Discover which portfolio is best suited to you by speaking to our team today:


CALL 0207 416 6806  REQUEST A CALLBACK  |  hello@mercantilecircle.com

Your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you originally invested. A Mercantile Circle managed portfolio may not be right for everyone and tax rules may change in the future. If you are unsure if a managed portfolio is the right choice for you, please seek independent financial advice.

Disclaimer:  The investment projections we show are never a guaranteed predictor of future performance – they are there to give you context and help you make decisions about the kind of portfolio which may best suit your individual investment goals. You should not base your investment decision on past performance. With investment, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. If you are unsure if any of our products are the right choice for you, please seek independent financial advice.

Mercantile International Limited is an Introducer Appointed Representative of Agincourt Financial Limited who is Regulated in the United Kingdom by the Financial Conduct Authority with Firm Reference No.:197236. Company Registration No.: 09929738 in England & Wales | Mercantile Circle is a trading style of Mercantile International Limited.