Terms and Conditions

Please read the Terms and Conditions and click 'I Agree' to enter the website.

Fund Range

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. 

Add real value

For most investors, growing their portfolio value in real terms is their most important benchmark. Our goals are to add real value to our clients’ investment over the long term, targeting returns in excess of RPI.

Avoid artificial constraints

We have removed all artificial barriers that might restrict investment performance (such as strategic asset allocation framework) to ensure that our funds are ‘unconstrained’. Our investment team are free to invest in the asset classes that they believe will add most value for investors.

Manage risk 

Although the upper expected volatility limit of our funds will not be exceeded, we are not constrained by a lower volatility limit that might prevent us from taking appropriate defensive action for investors. We therefore manage expected risk below an upper limit, but have the freedom to be prudent.

Manage the funds actively

Markets do not move to a timetable. We continually review the funds and actively manage the investments on a daily basis to reflect the mix of assets that we believe will add best value to investors.

‘Value for Money’ approach

We access investments in a manner that provides our clients with the best value for money. For each of our funds, our Investment team uses a diverse range of vehicles in order to do this including OEICs, Investment Trusts, direct UK equities, gilts, bonds or ETFs.

High quality service

We provide you with detailed monthly reports for each fund including full asset allocation and performance summaries, our monthly House View and Market Outlook, regular investment and trading updates and invitations to our interactive investment webinars.


Fund Performance

See our funds' latest performance against their RPI+ benchmark target 

Latest Performance

Managing Risk

Find out more about our unconstrained risk managed approach 

Managing Risk

MPS

Find out about our discretionary Managed Portfolio Service

Managed Portfolio
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