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 equity-focused 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 aim to grow your real wealth, in a simple, cost-effective way. 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
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.