We want to ensure that financial advisers who choose our investment management services can achieve the best possible outcome for their clients, irrespective of their clients’ needs, objectives or circumstances.

This is why we have created several distinct investment solutions, blending art and science in each.

Passive

Using our strategic asset allocation we build a range of risk graded portfolios that will deliver market-like returns, using the main indices for the underlying asset classes. These
are designed to track the markets, both up and down, delivering a competitively priced solution for those investors seeking to mirror the stock markets.

Enhanced Passive

Using the core funds from our passive range, we enhance the proposition with additional sector or specific passive funds, which we actively select to match our current tactical asset allocations. These portfolios are designed to deliver an enhanced market-like return.

Equip

Our range of actively managed multi-asset model portfolios. This means we select the funds we feel appropriate for an investor’s attitude to risk and build a suitable portfolio. We also offer two income portfolios, generating sustainable and high income. These portfolios are designed to deliver long-term returns that are different from the markets, which will mean a level of deviation from our passive ranges over both the short and long-term, as we seek to outperform the market.

Ethical

A portfolio of investments that combine socially responsible, ethical and environmental considerations with a strategy for long-term capital growth. All funds in this sector are independently monitored for consistency in their ethical and environmental credentials.