The Selective Portfolio

Selective H2 2019
The ‘Selective’ Portfolio consists of a range of UK equities chosen for their quality and diversity but above all for their long term growth track record. The overriding consideration, however, is that each company must have an unbroken track record of dividend increases over a number of years. The universe for such securities is, therefore, quite small but the investment discipline which we place on this portfolio provides reassurance over the longevity of the individual underlying companies and their ability to withstand external shocks, such as the 2008 banking crisis. All replacement stocks must be listed on the FTSE 100 index.