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Best Ideas Portfolios
Best Ideas Portfolios
Invest in the ideas shaping our world
The trends and companies that are going to change the world, can be spotted. Especially if you know where to look. The investment world of tomorrow will be dominated by companies involved in digitalisation, robotics and artificial intelligence.
Can you see the world changing around you?
When was the last time you used a camera? Pulled out an A-Z? Called someone on a landline? Went into a music shop? The rise of mobile technology is just one theme driving deep structural change in world markets. The Best Ideas portfolios tap in to these trends that are shaping our world, and invest to take maximum advantage of them. The implications of climate change will eventually transcend all industries and we integrate sustainability factors commonly referred to as ‘ESG’: environmental, social and governance.
We make investing easy
We build your investment plan around you. By getting to know you, we can create and manage a portfolio that you can be proud of. We care about you and your money.
We think differently so we can take advantage of the things that others miss
Independent thinking
As an independent business we like to think differently. We’re nimble, and ideally positioned to take advantage of niche opportunities, smaller funds and newer fund managers.
We evaluate all major markets and invest your money where we see the right mix of risk vs. reward. It’s not easy to beat the market, so we don’t often find new gems. But we keep seeking them out.
A robust approach
We have a highly qualified team with the flexibility and expertise to consider all types of investment. We spend a lot of time analysing global markets with specialist tools, invest in the areas of the market where we see the strongest opportunities.
We are rigorous in selecting the best fund managers to exploit these opportunities & keep our ingredients broad, but carefully select and blend them to suit each portfolio.
Look under the bonnet
There are a number of long term, structural themes informing our research.
A strong and proven track record
Identifies up and coming investment themes and profits from the resulting opportunities.
Integrates sustainability factors commonly referred to as ‘ESG’: environmental, social and governance.
Past performance is not a guide to future performance.
The value of investments and the income derived from them may go down as well as up, so you could get back less than you originally invested.
Model portfolio performance is shown in sterling, net of underlying fund charges and an annual management fee of 0.59%, with all income reinvested. Actual client returns and the levels of fees will vary. Annual management fees will vary depending on assets under management and the level of service. We use the UK Consumer Price Index (CPI) to benchmark the performance of our portfolios; CPI measures changes in the price level of a weighted average market basket of consumer goods and services purchased by households. Data sources: EQ, Morningstar.
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Find the right portfolio for you
Future Leaders
Combines the growing preference for socially responsible portfolios with the increasing popularity of low-cost passive funds.
Positive Impact
Our flagship impact investing strategy, designed around the UN Sustainable Development Goals.
Bespoke
Designed for clients who want a fully personalised investment portfolio offering a unique blend of strategies.