Terms and Conditions

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Fund Ranges

We have been building multi-asset portfolios for our clients for over 25 years. We believe that every client should have access to the full range of investment tools and experience that we can offer. At the heart of our approach is our belief that we should manage investors’ money as we would wish to have our own savings managed. Our fund range is widely available on all the major platforms and consists of six funds which offer a risk-managed solution for your clients.

Risk Managed Fund Range

This is our core range. The funds’ assets are widely diversified across geography and sector. Adopting our value for money approach, these funds invest in our widest range of asset classes using the best selections available to our investment team. Within this range the Managed Income Fund has a particular focus on generation of income.

Risk Managed Funds

Risk Managed Passive Range

Our Risk Managed Passive (RMP) range retains our approach to active selection of investments across asset classes. However, the underlying investments are selected for the more cost conscious investor who is prepared to compromise some of the richness of the asset allocation and invest into predominantly passive funds.

Risk Managed Passive Funds
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