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Your Investment journey and strategy Contents Welcome to PK Partnership 3 Your Journey 4 Risk Profiling 5 Our Philosophy 7 Investment solutions 8 Active Passive Protected Equity Returns of Developed Markets 12 Diversification 12 and reducing risk PK Investment committee 13 Value based costs and charges 2 pkpartnership.co.uk
Welcome to PK Partnership PK Partnership is a trading style of PK Financial LTD. We take great pride in serving our clients needs and requirements. Our philosophy is based on respecting each client’s views and position and supporting their aspirations for their investment journey. Our aim is to deliver a successful long-term investment experience, taking into account our clients planning objectives. We achieve this by a strategic centralised investment proposition that provides active, passive and protected investment strategies and solutions to ensure our clients have the best possible opportunity to meet their life goals and objectives We take a holistic view in designing investment solutions to meet our client’s needs. This is based on the fact that each client is unique and will have individual requirements through their investment journey. We provide a range of investment risk managed portfolios which are diversified across a broad asset classes and ensure our professional partners focused review service makes adjustments and rebalances client portfolios to ensure they remain on target. team@pkpartnership.co.uk 3
Page 1: YOUR INVESTMENT JOURNEY AND STRATEG
Page 5 and 6: Risk Profiling The world we live in
Page 7 and 8: Our Philosophy We realise that ever
Page 9 and 10: Example portfolios 5% Pru PruFund G
Page 11 and 12: Example portfolios 16.25% MetLife B
Page 13 and 14: PK Partnership Investment committee

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