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.

The portfolio is suitable for investors who are prepared to accept limited risk to their capital but would like a higher return than cash over the long term. It is designed for investors prepared to accept some risks from investing in financial markets, but who are content to target more modest returns in exchange for a lower risk approach. This portfolio is aimed at investors who require an actively managed diversified portfolio and who have an investment horizon of at least 5 years. The neutral position for equities within this portfolio is 30%.

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 a limited level of risk to their capital
  • To achieve capital growth within a limited risk profile
  • Multi-asset approach
  • Benchmark – IA Mixed Investment 0-35% Shares
  • Distribution Technology Risk Rating: 4

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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Cautious-Smart-Beta-Portfolio-Bulletin-Q1-2019
Jan 19 492KB PDF

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