Investment Portfolios

The portfolio is designed to embrace a range of complementary assets, both traditional equity and bond funds as well as a selection of the alternative assets that are available in the market place.

Within our multi-asset approach we have identified that a neutral long only equity fund exposure for an absolute return portfolio should be in the region of 20%, however this level will alter depending upon our views of the current economic environment.

Our fund selection process combines a qualitative and quantitative review of funds. Analysis of returns, risk, style, market cap and investment process is undertaken on all funds. This then enables us to blend different funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict with each other.

Key Factors

  • Set up for clients who are prepared to accept limited risk to their capital in the financial market
  • Objective of cash plus return
  • Multi-asset approach
  • Benchmark - IA Mixed Investment 0-35% Shares

Access to our portfolios

We offer 18 discretionary model portfolios that can also be accessed on the following platforms:

Related Documents

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