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.

Whilst a broad range of asset classes can be used, typically the majority of the underlying portfolio will be invested in equities with the neutral equity content being 90%, and the portfolio being diversified across global markets. The funds are blended together to provide a broad exposure to 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 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

  • 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 an above average level of risk to their capital
  • Capital appreciation from UK and global equity funds.
  • Multi-asset approach
  • Benchmark – IA Flexible Investment

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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SB-Growth-Q3-2022
Aug 22 133KB PDF

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