We continually monitor funds’ asset allocations relative to benchmarks and undertake an ongoing review of fund selections.
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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.
To find out more about our ESG portfolios, please talk to a member of our team.
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 (Q3 2024)
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
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 (Q3 2024)
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
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 (Q3 2024)
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.
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 (Q3 2024)
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.
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 (Q3 2024)
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.
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 (Q3 2024)
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.
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 (Q3 2024)
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.
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 (Q3 2024)
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.
To discuss our investment proposition, speak to a member of the team today.
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