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Risk Profiler Fund Performance Portfolio Scan
Do an online Risk Profile now

Do you know what kind of investor you are, cautious, balanced, aggressive? At Principle First, we provide clients with a choice of where to invest, based on their attitude to risk. Do an online risk profile.

View all our OnePlan Investment Portfolios

Over the last 3 years all our investment portfolios have outperformed the FTSE all share index. If you want to compare how your portfolio has performed, view all our funds.

Get a free Portfolio Scan of existing investments

Do you know how your existing investments have performed over the last 3 years? Ask us to carry out a free portfolio scan on your existing investments, so that you are fully informed.

Find out your Risk Profile

At Principle First we can help you to devise an investment strategy that you are comfortable with. Defining your attitude to risk is a vital first step to making the investment choices that are right for you.

I would feel comfortable if my investments could easily rise and fall by a quarter (25%) or more in a year.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

If my investments fell significantly in value I might see this as an opportunity to buy more at cheaper prices.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

I would not feel comfortable if my investments could fall in value at all.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

I prefer the security of bank accounts to stock market related investments.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

I can sleep at night knowing that my investments might rise and fall quite rapidly in the short term.

Strongly agreeSomewhat agreeSomewhat disagreeStrongly disagree

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Principle First Investment Portfolios

Principle First's OnePlan Investment Portfolios are managed portfolios of funds, offering investors a ready-made and broadly diversified portfolio to suit their risk profile.

Aggressive Moderately Agressive Balanced Cautious Defensive Very Defensive
portfolio
OnePlan Aggressive Investment Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
First State... Global Emerging... 4 1 3
Aberdeen Unit... Emerging Markets... 1 1 3
Standard Life... UK Smaller... 1 1 3
Fidelity (FIL... South East... 1 1 3
Threadneedle... American - Jan 95 1 1 3
1 year performance
blue -3.27% blue  Aggressive
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 95.61% blue  Aggressive
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 18.05, FTSE All Share - Dec 85 17.78
IMPORTANT INFORMATION: Our OnePlan Aggressive Investment Portfolio has achieved 95.61% growth in the past 3 years. Do you know how your investments have performed? Ask us to complete a free Portfolio Scan and stay fully informed.
portfolio
OnePlan Moderately Agressive Investment Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Legal & General... UK Alpha - May 05 1 1 3
Standard Life... UK Smaller... 1 1 3
Threadneedle... European Smaller... 1 1 3
M&G UK Corporate Bond... 1 1 3
Fidelity (FIL... South East... 1 1 3
1 year performance
blue 1.52% blue  Moderately Agressive
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 58.63% blue  Moderately Agressive
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 13.11, FTSE All Share - Dec 85 17.78
IMPORTANT INFORMATION: Our OnePlan Moderately Agressive Investment Portfolio has achieved 58.63% growth in the past 3 years. Do you know how your investments have performed? Ask us to complete a free Portfolio Scan and stay fully informed.
portfolio
OnePlan Balanced Investment Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
M&G UK Corporate Bond... 1 1 3
Standard Life... UK Smaller... 1 1 3
Legal & General... UK Alpha - May 05 1 1 3
Threadneedle... American - Jan 95 1 1 3
Premier Asset... UK Money Market... 1 1 3
1 year performance
blue 3.25% blue  Balanced
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 50.28% blue  Balanced
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 9.84, FTSE All Share - Dec 85 17.78
IMPORTANT INFORMATION: Our OnePlan Balanced Investment Portfolio has achieved 50.28% growth in the past 3 years. Do you know how your investments have performed? Ask us to complete a free Portfolio Scan and stay fully informed.
portfolio
OnePlan Cautious Investment Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Standard Life... UK Smaller... 1 1 3
M&G UK Corporate Bond... 1 1 3
M&G UK Strategic Corporate... 2 1 3
Premier Asset... UK Money Market... 1 1 3
Scottish Wid... Global Real... 2 1 2
1 year performance
blue 2.79% blue  Cautious
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 41.47% blue  Cautious
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 7.01, FTSE All Share - Dec 85 17.78
IMPORTANT INFORMATION: Our OnePlan Cautious Investment Portfolio has achieved 41.47% growth in the past 3 years. Do you know how your investments have performed? Ask us to complete a free Portfolio Scan and stay fully informed.
portfolio
OnePlan Defensive Investment Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Scottish Wid... Global Real... 2 1 2
M&G UK Corporate Bond... 1 1 3
M&G UK Strategic Corporate... 2 1 3
M&G UK Gilt & Fixed... 3 2 2
Old Mutual... Global Strategic... 1 1 3
1 year performance
blue 4.09% blue  Defensive
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 31.98% blue  Defensive
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 4.41, FTSE All Share - Dec 85 17.78
IMPORTANT INFORMATION: Our OnePlan Defensive Investment Portfolio has achieved 31.98% growth in the past 3 years. Do you know how your investments have performed? Ask us to complete a free Portfolio Scan and stay fully informed.
portfolio
OnePlan Very Defensive Investment Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Premier Asset... UK Money Market... 1 1 3
Aberdeen Unit... Cash - Aug 90 2 2 3
M&G UK Gilt & Fixed... 3 2 2
Scottish Wid... Global Real... 2 1 2
1 year performance
blue 1.69% blue  Very Defensive
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 6.49% blue  Very Defensive
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 0.82, FTSE All Share - Dec 85 17.78
IMPORTANT INFORMATION: Our OnePlan Very Defensive Investment Portfolio has achieved 6.49% growth in the past 3 years. Do you know how your investments have performed? Ask us to complete a free Portfolio Scan and stay fully informed.

Principle First Portfolio Scan

If you are unsure about how your invesments have performed, ask us to complete a free Portfolio Scan, of your current investments.

In the space below please tell us about your current investments, don't worry if you can't remember the precise names of each fund, we can help you to confirm your funds details later.

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