top of page
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
CORE RANGE
-Family-Rating-Category-and-Year-5-Colour-CMYK.jpg)
The portfolios aim to provide capital growth over the medium to long term, keeping within the prescribed volatility limits whilst investing in low cost ETFs or Index funds, physically invested and with a low tracking error.
To achieve the investment objective we deploy quantitative and qualitative techniques and extensive research that shape our macro economic views.
Access our discretionary model portfolios through the following platforms:
bottom of page