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Your Investment journey and strategy “ WE ENSURE WE KNOW OUR CLIENTS INTIMATELY BEFORE RECOMMENDING INVESTMENTS ON THEIR BEHALF.” 6 pkpartnership.co.uk
Our Philosophy We realise that every client has different aspirations and objectives. We also understand that there is a common need to deliver a successful long-term investment experience to meet these objectives. PK Partnership’s investment philosophy is built around ensuring our client’s needs are met at every stage and the investment experience meets our clients understanding and objectives. Our philosophy is built on key foundations: Principles for professional portfolio selection We ensure we know our clients intimately before recommending investments on their behalf. Our holistic planning model meets regulatory requirements to know our clients and meet their best interests at all times. • Evidence based practice We ask the question ‘do we know this is true’ before taking action. Thus our professional portfolio managers provide extensive market research to ensure our investment strategies fit your requirements. • Outsourced to professionals Knowing your strengths is a key principle at PK Partnership and we ensure our investment proposition is outsourced to the very best asset managers. • Diversification Diversifying investment portfolio’s by using different asset classes can reduce risk and maximise returns. • Markets are efficient Over time markets have been shown to be efficient and risk is already built into company share prices at any given time. • Market timing We do not believe that anyone can predict market performance timing. It is the time in the markets that count. Remaining fully invested for the long term will increase the likelihood of capturing market returns. • Charges matter A key issue is to ensure that the charges you pay will not detract on your wealth creation goals. We ensure that high value is provided for the charges paid at all times through ensuring suitable investment strategies, risk management, and flexibility are all built into the investment proposition • Rebalancing Controlling investment risk is key. We ensure our clients are kept up-to-date with all market news and portfolio’s are rebalanced where appropriate. team@pkpartnership.co.uk 7
Page 1 and 2: YOUR INVESTMENT JOURNEY AND STRATEG
Page 3 and 4: Welcome to PK Partnership PK Partne
Page 5: Risk Profiling The world we live in
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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