Welcome to your Quality Shares Portfolio

Dear Investor,

Thank you for choosing to invest in the Quality Shares Portfolio. 

I promised I would tell you where I have invested and why, with no fluff and no jargon. 

In keeping with that, I have prepared a full list of all the companies in the portfolio with notes on why they are there and how they score against four crucial criteria in my investment checklist: resilience, moat, cash and culture.

This information is only for investors like you, so please click below to confirm your identity and access all the information.

Wealth Club aims to make it easier for experienced investors to find information on – and apply for – investments. You should base your investment decision on the offer documents and ensure you have read and fully understand them before investing. The information on this webpage is a marketing communication. It is not advice or a personal or research recommendation to buy any of the investments mentioned, nor does it include any opinion as to the present or future value or price of these investments. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination. 

The details

Type
Discretionary Share Portfolio
Minimum investment
£10,000
Geography
Global
Initial charge
Nil
Annual custody charge
0.25%
Annual management charge
1%
Next deadline
12 Jun 2024 (5pm)
Last updated: 24 October 2023