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Managed Portfolio Service

Speak to us

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

0800 588 4064

Alternatively arrange a callback

Calls may be recorded.

Speak to us

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

0800 588 4064

Alternatively arrange a callback

Calls may be recorded.

Speak to us about our Managed Portfolio Service

What our Managed Portfolio Service offers

Our service offers advised clients multi asset class portfolios in four distinct strategies, each with its own risk profile and performance objective.

 

Income Plus Portfolio

To provide a steady income stream with some capital growth through investment in bonds, both UK and international, and income-focused alternative type assets which help spread risk.

Conservative Portfolio

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

Balanced Portfolio

To grow the capital value with some income through investment in stocks and shares, both UK and international, with some exposure to alternative type assets to spread risk.

Growth Portfolio

To grow the capital value mainly through investment in stocks and shares, both UK and international, with some exposure to alternative type assets to spread risk.

How we work with you

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 has 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.

The Managed Portfolio Service is available to advised clients.

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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.