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.

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