What our Managed Portfolio Service offers
The Managed Portfolio Service includes four distinct strategies, each with its own risk profile and performance objective; choosing to focus on income, growth, or a blend of both.
Each of our strategies uses third-party funds to gain exposure to the different asset classes, helping to diversify manager risk. For added flexibility, your clients can switch between the portfolios as their requirements change.
This is available for clients who have £30,000 or more to invest.
All of the portfolios are well diversified by both geography and asset class offering what we believe is the optimal mix of equity, fixed income and alternative type funds to achieve the best risk-adjusted returns. Asset classes perform differently at various points in the economic cycle so investing across a range of assets gives you exposure to a wider set of opportunities while also reducing risk.
Our investment team works in partnership with our research team to select the best risk-rated funds to perform well in a given environment. The team has a successful track record and benefits from institutional-level research capabilities. Selecting the right managers is a complex process and the research team have developed a proprietary risk-grading system for fund selection. This 'Close Score' monitors manager and fund performance and enables us to deliver institutional-level manager research.
Income Plus Portfolio
To provide a steady income stream with some capital growth through investment in bonds, UK and International shares with a dividend focus, and income orientated alternative type assets, which help spread risk.
To deliver moderate capital growth with some income through investment in bonds, UK and International shares, and alternative type assets, which help spread risk.
To grow the capital value with some income through investment in bonds and UK and International shares, with some exposure to alternative type assets to spread risk.
To grow the capital value primarily through investment in UK and International shares, with some exposure to bonds and alternative type assets to spread risk.
- 16 Nov 20
A helpful document designed for financial advisersDownload
You might also be interested in...
Discretionary Management Service
These portfolios invest directly in shares, bonds and real assets, as well as third-party and passive funds.Find out more
Close Inheritance Tax Service
A specialist, discretionary investment management service designed to provide your clients with accelerated relief from inheritance tax.Find out more
Socially Responsible Investment Service
A range of portfolios that invest in global businesses with real concern and respect for wider ESG issues.Find out more