Investment Solutions
Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
OUR PROPOSITION
Asset Allocation
GLOBAL ALLOCATOR RANGE
INVESTMENT OBJECTIVES
The models are designed to adapt dynamically by adjusting equity exposure within a predefined range to align with market conditions. Fixed-income allocations are benchmarked to the duration of the Bloomberg Aggregate Bond Index to maintain consistent performance.
This strategy offers flexibility, precision, and diversification, ensuring the portfolio stays aligned with its strategic objective of capital growth while managing investment risk.
Portfolios aligned to client risk profiles.
The Global Allocator Strategy offers five distinct portfolios, each mapped to a specific level of risk — from Cautious to Adventurous. These portfolios are constructed using a core equity allocation ranging from 20% to 100%, with the flexibility to adjust equity exposure by +20% within each range.
This structure enables advisers to select a portfolio suited to a client’s attitude to risk, while maintaining consistency and control through clearly defined parameters.
OUR INVESTMENT APPROACH
RISK AND VOLATILITY MANAGEMENT
Risk within the strategy is actively monitored and managed through a combination of structural controls, quantitative models, and Investment Committee oversight:
Drawdown monitoring and equity corridor management are used to control downside exposure.
Fixed income duration is aligned with the Bloomberg Aggregate Bond Index to manage interest rate sensitivity.
Volatility estimates are derived from a composite of stochastic model outputs and realised market volatility.
Asset allocation risk limits are actively enforced to ensure portfolios remain within predefined parameters.
This framework supports a consistent and disciplined approach to risk, ensuring portfolios remain aligned with their strategic objectives and intended risk portfolios.
Access our discretionary model portfolios through the following platforms:
