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Portfolios

We continually monitor funds’ asset allocations relative to benchmarks and undertake an ongoing review of fund selections.

More about our portfolios
Smart Beta Portfolios MAIA Smart Beta Cautious MAIA Smart Beta Balanced Income MAIA Smart Beta Balanced MAIA Smart Beta Growth
Blended Portfolios MAIA Strategic Reserve MAIA Blended Cautious MAIA Blended Defensive MAIA Blended Income MAIA Blended Balanced Income MAIA Blended Balanced MAIA Blended Growth MAIA Blended Adventurous
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Portfolios

MAIA offers a choice of discretionary model portfolio options, each designed to offer a core solution for IFAs and their clients.

We offer an extensive range of portfolios to meet the specific investment requirements of you and your clients. Our core range of portfolios is detailed below. In addition, we also offer an ESG range of portfolios, for those clients considering the sustainability of their investments.

If you’d like to find out more click here to talk to a member of our team.

Smart Beta Portfolios
MAIA Smart Beta Cautious
A multi-asset portfolio with the aim to achieve capital appreciation within a low risk profile. The portfolio is constructed using a range of predominantly index tracking funds.
MAIA Smart Beta Balanced Income
A multi-asset portfolio with the aim to achieve capital appreciation and income within a low to moderate risk profile. The portfolio is constructed using a range of predominantly index tracking funds.
MAIA Smart Beta Balanced
A multi-asset portfolio with the aim to achieve capital appreciation within a moderate risk profile. The portfolio is constructed using a range of predominantly index tracking funds.
MAIA Smart Beta Growth
A multi-asset portfolio with the aim to achieve capital appreciation within a moderate to high risk profile. The portfolio is constructed using a range of predominantly index tracking funds.
MAIA Smart Beta Adventurous
A multi-asset portfolio with the aim to achieve capital appreciation within a high risk profile. The portfolio is constructed using a range of predominantly index tracking funds.
Blended Portfolios
MAIA Strategic Reserve
A multi-asset portfolio with the aim to achieve cash plus returns over a rolling 1-year period within a low risk profile. The portfolio is constructed using a range of active and index tracking funds.
MAIA Blended Cautious
A multi-asset portfolio with the aim to achieve capital appreciation within a low risk profile. The portfolio is constructed using a range of active and index tracking funds.
MAIA Blended Defensive
A multi-asset portfolio with the aim to achieve capital appreciation within a low to moderate risk profile. The portfolio is constructed using a range of active and index tracking funds.
MAIA Blended Income
A multi-asset portfolio with the aim to achieve capital appreciation with a focus on income generation within a low to moderate risk profile. The portfolio is constructed using a range of active and index tracking funds.
MAIA Blended Balanced Income
A multi-asset portfolio with the aim to achieve capital appreciation and income within a low to moderate risk profile. The portfolio is constructed using a range of active and index tracking funds.
MAIA Blended Balanced
A multi-asset portfolio with the aim to achieve capital appreciation within a moderate risk profile. The portfolio is constructed using a range of active and index tracking funds.
MAIA Blended Growth
A multi-asset portfolio with the aim to achieve capital appreciation within a moderate to high risk profile. The portfolio is constructed using a range of active and index tracking funds.
MAIA Blended Adventurous
A multi-asset portfolio with the aim to achieve capital appreciation within a high risk profile. The portfolio is constructed using a range of active and index tracking funds.
MAIA Smart Beta Cautious

A multi-asset portfolio with the aim to achieve capital appreciation within a low risk profile. The portfolio is constructed using a range of predominantly index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a low tolerance for risk, that would accept a lower level of variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets. The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of predominantly index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • The funds within the portfolio are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Mixed Investment 0 – 35% Shares.
  • Designed to achieve capital growth within a low risk profile.
  • MAIA Risk Score: 4

MAIA Smart Beta Balanced Income

A multi-asset portfolio with the aim to achieve capital appreciation and income within a low to moderate risk profile. The portfolio is constructed using a range of predominantly index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a low to moderate tolerance for risk, that would accept variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets. The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of predominantly index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • The funds within the portfolio are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Mixed Investment 20 – 60% Shares.
  • Designed to achieve capital growth and income within a low to moderate risk profile.
  • MAIA Risk Score: 5

MAIA Smart Beta Balanced

A multi-asset portfolio with the aim to achieve capital appreciation within a moderate risk profile. The portfolio is constructed using a range of predominantly index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a moderate tolerance for risk, that would accept variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets. The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.


Key Factors

  • Made up of predominantly index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • The funds within the portfolio are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Mixed Investment 40 – 85% Shares.
  • Designed to achieve capital growth within a moderate risk profile.
  • MAIA Risk Score: 6

MAIA Smart Beta Growth

A multi-asset portfolio with the aim to achieve capital appreciation within a moderate to high risk profile. The portfolio is constructed using a range of predominantly index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a moderate to high tolerance for risk, that would accept a higher level of variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets. Whilst a broad range of asset classes can be used, typically most of the underlying portfolio will be invested in equities, diversified across global markets. The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.


Key Factors

  • Made up of predominantly index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • The funds within the portfolio are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Flexible Investment.
  • Designed to achieve capital growth within a moderate to high risk profile.
  • MAIA Risk Score: 7

MAIA Smart Beta Adventurous

A multi-asset portfolio with the aim to achieve capital appreciation within a high risk profile. The portfolio is constructed using a range of predominantly index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a high tolerance for risk, that would accept a high level of variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including equity funds and alternative assets. Whilst a broad range of asset classes can be used, typically most of the underlying portfolio will be invested in equities, diversified across global markets. The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.


Key Factors

  • Made up of predominantly index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • The funds within the portfolio are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Flexible Investment.
  • Designed to achieve capital growth within a high risk profile.
  • MAIA Risk Score: 8

MAIA Strategic Reserve

A multi-asset portfolio with the aim to achieve cash plus returns over a rolling 1-year period within a low risk profile. The portfolio is constructed using a multi-asset approach.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a very low tolerance for risk, that would accept a lower level of variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets.  The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of a range of predominantly active funds, selected to reflect the long-term views of MAIA’s investment team.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: SONIA.
  • Designed to achieve capital growth within a very low risk profile.
  • MAIA Risk Rating: 3

MAIA Blended Cautious

A multi-asset portfolio with the aim to achieve capital appreciation within a low risk profile. The portfolio is constructed using a range of active and index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a low tolerance for risk, that would accept a lower level of variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets.  The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of a range of active and index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • Active and index tracking funds are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Mixed Investment 0 – 35% Shares.
  • Designed to achieve capital growth within a low risk profile.
  • MAIA Risk Score: 4

MAIA Blended Defensive

A multi-asset portfolio with the aim to achieve capital appreciation within a low to moderate risk profile. The portfolio is constructed using a range of active and index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a low to moderate tolerance for risk, that would accept variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets.  The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of a range of active and index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • Active and index tracking funds are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Mixed Investment 20 – 60% Shares.
  • Designed to achieve capital growth within a low to moderate risk profile.
  • MAIA Risk Score: 5

MAIA Blended Income

A multi-asset portfolio with the aim to achieve capital appreciation with a focus on income generation within a low to moderate risk profile. The portfolio is constructed using a range of active and index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a low to moderate tolerance for risk, that would accept variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets.  The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of a range of active and index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • Active and index tracking funds are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Mixed Investment 20 – 60% Shares.
  • Designed to achieve capital growth with a focus on income generation within a low to moderate risk profile.
  • MAIA Risk Score: 5

MAIA Blended Balanced Income

A multi-asset portfolio with the aim to achieve capital appreciation and income within a low to moderate risk profile. The portfolio is constructed using a range of active and index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a low to moderate tolerance for risk, that would accept variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets.  The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of a range of active and index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • Active and index tracking funds are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Mixed Investment 20 – 60% Shares.
  • Designed to achieve capital growth and income within a low to moderate risk profile.
  • MAIA Risk Score: 5

MAIA Blended Balanced

A multi-asset portfolio with the aim to achieve capital appreciation within a moderate risk profile. The portfolio is constructed using a range of active and index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a moderate tolerance for risk, that would accept variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets.  The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of a range of active and index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • Active and index tracking funds are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Mixed Investment 40 – 85% Shares.
  • Designed to achieve capital growth within a moderate risk profile.
  • MAIA Risk Score: 6

MAIA Blended Growth

A multi-asset portfolio with the aim to achieve capital appreciation within a moderate to high risk profile. The portfolio is constructed using a range of active and index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a moderate to high tolerance for risk, that would accept a higher level of variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including traditional bond funds, equity funds and alternative assets. Whilst a broad range of asset classes can be used, typically most of the underlying portfolio will be invested in equities, diversified across global markets. The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of a range of active and index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • Active and index tracking funds are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Flexible Investment.
  • Designed to achieve capital growth within a moderate to high risk profile.
  • MAIA Risk Score: 7

MAIA Blended Adventurous

A multi-asset portfolio with the aim to achieve capital appreciation within a high risk profile. The portfolio is constructed using a range of active and index tracking funds.

Downloadable quarterly bulletin

Click here to download the latest quarterly bulletin (Q2 2025)

 

The portfolio is suitable for investors with a high tolerance for risk, that would accept a high level of variation or movement to capital value to achieve their long-term objectives. It is aimed at investors who require an actively managed and diversified portfolio and who have an investment horizon of at least 5 years.

The portfolio is designed to embrace a range of complementary assets including equity funds and alternative assets. Whilst a broad range of asset classes can be used, typically most of the underlying portfolio will be invested in equities, diversified across global markets. The funds are blended 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 are undertaken on all funds. This enables us to blend funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict each other. The complementary investment styles chosen for this mandate will be incorporated within MAIA’s dynamic strategic asset allocation.

Key Factors

  • Made up of a range of active and index tracking funds selected to reflect the long-term views of MAIA’s investment team.
  • Active and index tracking funds are blended to maximise potential returns whilst reducing the total portfolio cost.
  • Multi-asset approach for broad exposure to global markets.
  • Benchmark: IA Flexible Investment.
  • Designed to achieve capital growth within a high risk profile.
  • MAIA Risk Score: 8

Meet the team

Find out more about the individuals driving the success at MAIA

Access our discretionary model portfolios through the following popular platforms:

To discuss our investment proposition, speak to a member of the team today.

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MAIA Asset Management Ltd
April Barns, Redditch Road
Ullenhall, Warwickshire B95 5NY

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Copyright © MAIA Asset Management Ltd
MAIA Asset Management Ltd is registered in England. Registered Office: April Barns, Redditch Road, Ullenhall, Warwickshire, B95 5NY. Company Registration No. 09967602. We are Authorised and Regulated by the Financial Conduct Authority, Registration Number: 747887.

Past performance is not a guide to future returns. The value of investments and the income from them, can go down as well as up, and you may get back less than you invested. Fluctuations in currency value will mean that investments may be affected by exchange rate variations.

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