We benchmark each Multi-Asset Portfolio against the most relevant Investment Association Mixed Investment sector to evidence our performance.

Risk controlled multi-asset portfolios

We offer a range of seventeen risk-adjusted managed portfolios. They have been created for different types of investors with differing risk levels and investment strategies.

Guardian Trend-following Investments

Guardian Trend-following Portfolios

Our original and signature strategy uses advanced trend-following algorithms to monitor and signal when to participate in a rising market and when to withdraw from a declining market. These portfolios are designed to provide attractive and consistent returns, while aiming to minimise volatility, drawdown, sequence of returns risk and cost.

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Green Path ESG Investments

Green Path ESG Portfolios

Our environmental, social and governance (ESG) strategy is dedicated to sustainable growth and selects investments that support the wellbeing of our environment and society. All our investments are globally diversified and rigorously screened using ESG criteria. Green Path portfolios are managed on a trend-following basis.

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Heritage Investments

Heritage Portfolios

These active investment trust portfolios are designed to provide excellent longer term returns, an increase in diversification, and can provide a more stable income than an investment in shares or unit trusts. Investment trusts were created to raise private capital to fund new projects and previously were only available to large investors. These risk-adjusted portfolios allow a globally diversified investment designed for long-term capital growth. Heritage portfolios are managed on a trend-following basis.

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Fusion Investments

Fusion Portfolios

Our Fusion portfolios bring together low-cost index tracking funds and leading active fund managers covering major markets and sectors not often covered by mainstream tracker funds. This portfolio range is aimed to achieve diversity, growth, and risk control by smoothing longer term returns. Fusion portfolios are managed on a trend-following basis.

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Across all of our ranges, we are fund selectors, asset allocators, market monitors and tactical traders.

How we work?

We work to ensure that the funds we select are some of the lowest cost index-tracking and actively managed funds available for each market. We also actively minimise our costs and keep our fees low compared to other DFMs.

For Guardian, Fusion, Heritage and Green Path ESG portfolios, we base our investments on respected asset allocation models with an additional trend following overlay. Trend following has been shown to smooth returns through the reduction of volatility, maximum drawdowns and sequence of returns risk. It has also been shown to outperform over entire market cycles. Trend following's strength is its ability to signal a sustained market drop. These portfolios are designed to reduce the impact of a fall in equity markets while also investing in an equity asset allocation when markets are rising.

All of our portfolios benefit from both low-cost investments and our low fees. Please contact us for more information about any of our investment strategies.

Our Latest Investment News

Guardian Portfolios October 2020 Review

Heritage/Green Path Update
May 2022

Following the success of trend following on the Guardian portfolios which were launched in Feb 2020, we have decided to run trend-following algorithms across all of our portfolios.