Returns that matter.

Our goal is to preserve and increase your wealth. Which is why we think outperforming inflation is more important than just chasing the performance of stock markets.

Our award-winning Management Portfolio Service (MPS) covers a range of performance targets depending on your goals - from our core ‘inflation-plus’ portfolios if you want consistent growth over the investment cycle, to our growth solutions if you have 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

Real3 | To outperform CPI + 3% p.a. over the investment cycle

Real4 | To outperform CPI + 4% p.a. over the investment cycle

Growth | To outperform the MSCI PIMFA Growth Index over the investment cycle

Global Equity | To outperform the MSCI PIMFA Global Growth Index over the investment cycle

Find out more.

To request more information about our Managed Portfolio Service, please fill in the form and one of the team will be in touch.