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.

We have identified that for a growth portfolio the equity content can be as high as 100%. Our multi-asset approach however means that we may embrace alternative assets and even bond funds should our views on the current economic environment highlight that these are appropriate.

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. The complementary investment styles selected for this mandate will be incorporated within a dynamic strategic asset allocation.

Key Factors

  • Set up for clients who are prepared to accept market risk
  • Capital appreciation from UK and global equity funds
  • Above average rate of risk seeking higher total return over the longer term
  • Multi-asset approach
  • Neutral equity position of 90%
  • Benchmark - MSCI WMA Private Investor Growth Index

About MAIA

A boutique investment company offering a range of risk-rated managed portfolios actively managed by highly experienced, specialist advisers to ensure optimum performance.

Related Documents

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Nov 17 234KB PDF
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Nov 17 233KB PDF

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