Returns that matter.
Our goal is to preserve and increase investors’ wealth. Which is why we think outperforming inflation is more important than just chasing the performance of stock markets.
Our award-winning Managed Portfolio Service (MPS) covers a range of performance targets depending on clients’ goals - from our core ‘inflation-plus’ portfolios for those who want consistent growth over the investment cycle, to our growth solutions for those with a higher attitude to risk.
All available at a low all-inclusive fee of 0.25% (exempt from VAT).
Our Portfolios
Each of our strategies gives your clients a simple, cost-effective way to access our investment expertise, with the aim of growing their real wealth:
Real2 | To outperform CPI + 2% p.a. over the investment cycle
Sustainable Real2 | To outperform CPI + 2% p.a. over the investment cycle
Real3 | To outperform CPI + 3% p.a. over the investment cycle
Sustainable Real3 | To outperform CPI + 3% p.a. over the investment cycle
Real4 | To outperform CPI + 4% p.a. over the investment cycle
Sustainable Real4 | To outperform CPI + 4% p.a. over the investment cycle
Growth | To outperform the MSCI PIMFA Growth Index the investment cycle
Global Equity | To outperform the MSCI PIMFA Global Growth Index over the investment cycle
Available on the following platforms:
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