Growth Portfolios

A blended approach combining high-quality active funds with cost-efficient passive holdings, supported by trend-following analysis, economic research and technology, targeting long-term capital growth.

Our Growth portfolios are designed to deliver sustainable capital growth over the long term. They help investors build wealth through a blended approach: high-quality active strategies work alongside cost-efficient passive funds. This mix is enhanced by our trend-following analysis, economic research and technology, helping portfolios remain aligned with market conditions while aiming for steady capital appreciation.

Growth portfolios blend global equities, carefully selected fixed income, and alternative assets to create a resilient yet growth-oriented solution. Each portfolio is built within a disciplined framework and reviewed for value, suitability and cost efficiency in line with Consumer Duty.

  • Focused on capital growth

    Assists accumulation strategies focused on long-term capital growth.

  • Buy and hold

    Invests in an internationally diversified blend of passive and active equity, fixed income, and alternative funds held on a buy and hold basis.

  • Reduced fees

    Lower DFM investment management fees and a mix of low-cost passive index tracking funds combined with a few selected active investment management funds.

Active Oversight

Growth portfolios are managed with a structured, buy-and-hold philosophy, but they remain under regular, careful review. Asset allocations and selected funds are reviewed regularly using a combination of trend-following signals, economic research and other data-driven insights. Where appropriate, we make measured adjustments so portfolios stay consistent with their objectives, risk parameters and evolving market conditions.

Diversification & Asset Allocation

Growth portfolios provide access to global markets through a diversified asset-allocation model informed by our research. This approach allows us to capture opportunities while balancing them with stabilising elements.

Equities

We blend global index-tracking funds with carefully selected active managers. Costs, the quality of the underlying index design (coverage, weighting, liquidity and rebalancing), and implementation are all assessed to ensure efficient market exposure.

Fixed Income

We review a diverse range of government and corporate bonds to add stability and liquidity. We monitor duration, credit quality and interest-rate sensitivity to mitigate concentration risk and maintain flexibility.

Alternatives

Diversifying assets such as property and infrastructure behave differently from equities and bonds, helping to smooth returns during market stress.

Where appropriate, we may include targeted satellite allocations (for example, small-cap or regional tilts) when research highlights attractive opportunities, always within each portfolio’s risk parameters.

Fund Selection

Each holding is chosen through a disciplined process. Using Morningstar, FE Analytics and our own research tools, we evaluate both active and passive funds for quality, cost, risk and performance potential. Where active managers provide clear value, diversification, or complement passive exposures, we integrate them carefully.

All funds, including passive holdings, are assessed using our trend-following analysis, economic data and technology-based metrics to ensure they meet our standards for cost efficiency, performance potential and suitability.

Why Choose Growth Portfolios

A balanced mix of active and passive holdings for long-term capital appreciation

Trend-following insights, economic research and technology integrated into portfolio design

Broad diversification across equities, bonds and alternatives

Cost-efficient implementation with rigorous oversight

A forward-looking, evidence-based approach for investors seeking sustainable growth.

Suitable For Investors Who:

Aim for steady capital growth and accept market fluctuations

Appreciate transparency, diversification and disciplined risk management

Want to combine the strengths of active management with the cost advantages of passive funds

Value a strategy where trend-following and data-driven insights guide investment decisions

Discover More

Interested in our Growth Portfolios? To request factsheets, quarterly reports, performance information, or to discuss how these portfolios can support your goals, please contact us.

Management Fee: 0.15%

Our Growth portfolios are available on the following leading platforms