Multi-Asset Portfolios

Multi-Asset Portfolios Core
  • Long term evidence based portfolio construction with exposure to broad asset classes
  • Diversification embedded throughout the investment process
  • Portfolios consist of low cost highly liquid mutual funds and ETFs
  • Four target allocations with equity exposure ranging from 20% to 70%
  • Launched in 2014 with a proven track record through dynamic market cycles
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Defaqto Diamond Rating Defaqto Diamond Rating Defaqto Risk Rating
Citywire Small Business Firm Winner Citywire Balanced Award Citywire Growth Award
Multi-Asset Portfolios ESG
  • Long term evidence based portfolio construction with exposure to broad asset classes and incorporating ESG considerations
  • Diversification embedded throughout the investment process including definition and application of ESG criteria
  • Portfolios consist of low cost highly liquid mutual funds and ETFs
  • Four target allocations with equity exposure ranging from 20% to 70%
  • Launched in 2021
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Multi-Asset Portfolios Brochure

Where to find us

Credo
Embark
Quilter
Standard Life

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