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 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. A commitment period of seven years is recommended to achieve the real return mandates, and ten years for the equity-focused mandates.:
Defensive Real Return | To outperform CPI + 1%
Balanced Real Return | To outperform CPI + 2%
Diversified Growth Real Return | To outperform CPI + 3%
CAM Growth | To outperform the PIMFA Private Investor Growth Index
CAM Global Equity | To outperform the PIMFA Private Investor Global Growth Index
Available on the following platforms:
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