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 Defaqto MPS Comparator Cautious - Winner
Defaqto MPS Comparator Cautious - Commended Defaqto MPS Comparator Balanced - Commended
Citywire Small Business Firm Winner Citywire Balanced 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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Where to find us

Credo
Aviva
Quilter
Scottish Widows
Standard Life

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