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.

Within our multi asset approach we have identified that a neutral long only equity fund exposure for a strategic reserve portfolio should be in the region of 10-15%, 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. 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 a low level of risk to their capital
  • Cash plus returns over a rolling 1-year period
  • Multi-asset approach
  • Benchmark - Libor 3 Month GBP

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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