PREMIUM DRAWDOWN SOLUTION

A PREMIUM INVESTMENT PORTFOLIO WITHOUT THE PREMIUM COSTS

There are thousands of funds available to choose within a drawdown portfolio. The key to a successful portfolio is one which is well diversified. This means having a good mixture of cash, bonds, property and shares. A good portfolio should also be able to draw on the best funds in the market, not just be restricted to one provider.

It’s also important that the portfolio isn’t static. By this we mean the fund managers have the autonomy to move assets, move geographical region and move sectors to seek out buying opportunities.

As the portfolios funds change over time through seeking out growth opportunities, the risk level should always be re-balanced to match the investors original tolerance.

For our premium solution, we work with discretionary fund managers who have an excellent industry reputation for fund research. They are a global company who have access to research in the local markets they operate. They utilise all the best practices discussed above together with the findings of academics and observed behaviour of the most successful investors.

We have put together a solution using two powerhouses of the financial industry offering both active and passive funds.

THE PROVIDER

  • Well respected brand established over 300 years ago
  • Standard and Poor’s ‘A+’ rating for financial strength
  • £290 billion assets under management

THE PORTFOLIOS

  • Leading provider of global investment research
  • Both active and passive managed portfolios across multiple risk levels
  • Discretionary Fund Management

COSTS

1.25% typical total ongoing charges for a Passively managed, £100,000 investment. This includes fund management, product charges and advice.

1.65% typical total ongoing charges for an Actively managed, £100,000 investment. This includes fund management, product charges and advice.

Premium Drawdown

COMPARE DRAWDOWN PLANS

FIND OUT MORE

We can provider you with a personalised quote detailing all costs, past performance and break-down of where the portfolio is invested.

Top Rated Portfolio

WHO IT SUITS

Those who want a well-diversified portfolio which isn’t restricted by provider. This solution uses a broad range of the leading investment houses and combines an excellent discretionary manager with a cost effective solution. This is our most popular solution which takes full advantage of the pension freedoms.

PAST PERFORMANCE 

Premium Drawdown Past Performance (Feb 2017)

Fund201620152014
Passive Cautious15.651.078.13
Active Cautious12.102.868.64
Passive Medium18.381.317.17
Active Medium15.093.577.79
Passive Adventurous21.321.996.07
Active Adventurous18.854.785.72
Based on past performance taken 12/2/2017. Past performance is no guide to future performance.