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Managed Portfolio Service

Multi-asset class portfolios in four distinct strategies, each with its own risk profile and performance objective.
Speak to us

For more information about the Managed Portfolio Service call us on:

01606 810 325

Alternatively arrange a callback

Lines are open:
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays)

Speak to us

For more information about the Managed Portfolio Service call us on:

01606 810 325

Alternatively arrange a callback

Lines are open:
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays)

Speak to us about the Managed Portfolio Service

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.

Investment process

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.

 

Research capability

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.

Conservative Portfolio

To deliver moderate capital growth with some income through investment in bonds, UK and International shares, and alternative type assets, which help spread risk.

Balanced Portfolio

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.

Growth Portfolio

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.

More information

Reasons why

  • 01 Oct 18
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A helpful document designed for financial advisers

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.