Multi-Asset Model Portfolios
Our Multi-Asset Model Portfolios use a blend of active and passive investment strategies offering capital growth, income, and capital preservation across the risk spectrum.
These portfolios provide exposure to capital markets through a diversified range of UK and international investments, targeting strong risk adjusted returns.
Our funds have mandates ranging from Low risk all the way through to Adventurous.
Fund Characteristics
- Daily Liquidity
- No lock-in periods
- No charges to exit
Rules-based approach
Our investment rules have been designed to work even within the harshest market conditions. For our bespoke and managed portfolio services, these form the key inputs for our risk management.
Oversight that strengthens decisions
Our Asset Allocation Committee meets regularly to determine the best way forward. We encourage unbiased external scrutiny of our opinions and believe this is a vital ingredient in our success.
Selection Process
Every fund we recommend must meet strict qualitative and quantitative criteria.
Our assessment typically includes:
- The clarity of the investment strategy
- The experience, alignment and stability of the investment team
- Risk management
- Liquidity, transparency and governance
- The role the fund plays within the overall portfolio
If a fund does not add something distinct, we do not include it.
Active Monitoring
Once selected, funds are monitored on a continuous basis.
We review:
- Strategy drift and changes within fund management teams
- Risk characteristics and correlations
- Structural or regulatory changes
- Continued suitability within your objectives
- Broader family or business considerations
Change is made when there is a clear reason to, not due to market noise.