Investment Portfolios

The portfolio is designed to embrace a range of complementary assets including traditional bond funds as well as alternative assets that are available in the marketplace.

This portfolio is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years. The neutral position for equities within this portfolio is 50%. The funds are selected to provide a broad exposure to the UK and global markets, as well as areas chosen for their potential for outperformance to enhance returns.

Our fund selection process combines a qualitative and quantitative review of funds. Analysis of returns, risk, style, market cap and investment process are 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. The complementary investment styles selected for this portfolio will be incorporated within a dynamic strategic asset allocation.

Key Factors

  • Made up of a range of exchange traded funds selected to replicate preferred indices or themes
  • Set up for clients who are prepared to accept a moderate level of risk to their capital
  • To achieve capital appreciation and income within a moderate risk profile
  • Multi-asset approach
  • Benchmark – IA Mixed Investment 20-60% Shares
  • Distribution Technology Risk Rating: 5

 

Access to our portfolios

We offer fourteen risk-rated investment portfolios that can also be accessed on the following platforms: 

Related Documents

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Balanced-Income-Smart-Beta-Portfolio-Bulletin-Q1-2019
Feb 19 509KB PDF

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