Blended World Portfolios
Aim to deliver long-term returns ahead of market indices by combining the benefits from both actively and passively managed funds.
These portfolios combine passive funds with active investment managers that we expect to outperform their benchmarks over the medium to long term.
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.
The best of both worlds
Both active and passive approaches have strengths and weaknesses. Blending the two allows us to take advantage of both, offering a mixture of the potential for superior investment outcomes and lower costs. No two markets are the same, which means that the optimal way to access each will be different and can change over time. Remaining flexible allows us to pick the best approach given your objectives, market characteristics, and changing conditions.
Long-term returns
Eight risk-adjusted portfolio options are available, globally diversified across asset classes – ranging from defensive to all-equity.
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.
Looking for more information?
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.
