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 equity exposure for a balanced portfolio should be in the region of 70%, 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 a moderate level of risk to their capital
  • Generating a total return
  • To achieve capital appreciation within a moderate risk profile
  • Multi-asset approach
  • Neutral equity position of 70%
  • Benchmark - MSCI WMA Private Investor Balanced Index

Meet the team

Over 60 years’ combined investment management experience, managing award winning funds within large investment houses.

Related Documents

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Nov 17 232KB PDF
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Nov 17 231KB PDF

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