Cost & Charges
Our investment portfolios are actively managed to outperform over market cycles and provide consistent risk-adjusted returns.
The cost of running an investment portfolio over the long-term has one of the highest impacts on performance. Since the introduction of MIFID11, cost transparency and cost awareness has become even more of an important factor when considering a DFM option for your clients.
We work to ensure that the funds we select are some of the lowest cost funds available for each market. We predominately use passive, tracker funds in order to obtain global market exposure at a lower price. We also complete further due diligence in order to asses the impact of any added one-off fees, transaction fees, and ongoing charges. Studies, such as the one below by the FCA, have found that paying a higher fee for an active fund not only doesn’t improve performance but higher-charging funds can often underperform cheaper funds.
To further reduce costs for your clients, we also actively minimise our costs in order to keep our fees low compared to other DFMs.
Our low management fees and dynamic use of low-cost investment instruments represent a significant evolution in effectively utilising modern access to global markets.