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We benchmark each managed portfolio service (MPS) against the most relevant Investment Allocation (IA) mixed investment sector index to evidence our performance.

Risk controlled multi-asset portfolios

We offer a range of risk adjusted managed portfolio service investments.  Each strategy has been created to provide an investment solution for the many different types of investors with differing risk levels and investment needs.

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Our portfolios are built using diversified asset allocation models which have been refined and reviewed regularly using our unique market intelligence indicators. 

Our outcome focused investment strategies

Guardian Portfolios

Guardian Portfolios hold low-cost equity and bond assets with the aim of capturing upside growth and uses trend-informed tactical trading with the aim of protecting portfolio values from downside losses. As these portfolios are designed to provide attractive and consistent returns while aiming to minimise sequence of returns risk and costs, they can be used within a drawdown portfolio. 

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Fusion Portfolios

Fusion portfolios bring together low-cost index tracking funds and funds leading from active fund managers with the aim of capturing upside growth and uses trend-informed tactical trading with the aim of protecting portfolio values from downside losses. As these portfolios are designed to provide attractive and consistent returns while aiming to minimise sequence of returns risk, they can be used within a drawdown portfolio. 

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Passive Portfolios 

Our Passive portfolios hold equity and bond index tracking funds on a buy and hold basis to capture upside capital growth at a low cost to the investor. 

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Growth Portfolios 

Our Growth portfolios bring together low-cost index tracking funds and funds from leading active fund managers into diversified portfolios on a buy and hold basis focused on growth. 

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Green Path Portfolios

Our Green Path portfolios invest in a globally

diversified range of funds which are rigorously screened using ESG criteria. 

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Heritage Portfolios

Heritage portfolios seek long-term capital growth through investing in leading established investment trusts. 

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Portfolio Overview Summary

Trend Informed Tactically Traded
Buy and Hold
Trend Informed Asset Allocation
Use of Economic Indicators
Growth
Decumulation
Thematic Investment
Guardian
Fusion
Passive
Growth
Green Path
ESG
Heritage
Investment Trust

Investment Basis

Asset Allocation

Investment Outcome

Our Portfolio Platform Availability

Platforms
Guardian
Fusion
Passive
Growth
Green Path
Heritage
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