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Investment Solutions
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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.
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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.
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OUR PROPOSITION
Asset Allocation
Stewardship & Engagement
We operate a Stewardship and Engagement policy and procedures to ensure that we remain good stewards of our client’s assets and are cognisant of the way the fund managers of the funds across our portfolio ranges manage their fund and engage with the companies within it.
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