Multi Asset Portfolio

We offer a discretionary investment management service to cover a range of risk profiles and investment objectives.

Using a blend of active and passive investment strategies, more than 70 experts generate and implement the best possible sector thinking to achieve strong, risk-adjusted returns for you.

Our award-winning portfolios provide a combination of income and capital growth over the longer term, with a range of benefits:

Our centralised investment process

We adopt an industry-leading investment process which powers our services and products. This process creates a robust framework for our investment professionals to share ideas, with each client portfolio leveraging the broad expertise of our asset allocation committee, investment committee and specialist sector research teams.

We create diversified investment portfolios with varying risk profiles, all designed to deliver strong risk-adjusted returns. They provide exposure to capital markets through a diversified range of UK and international investments. Equity exposure is likely to range between 30-55% in the low risk portfolio, 55-75% in the medium risk portfolio and 75-95% in the high risk portfolio.

Asset Allocation

Developed International Equities

37.6%

Corporate Bonds

26.1%

Government Bonds

22.2%

UK Equities

7.3%

Emerging Markets

4.8%

Cash

2.0%

Money Market

0.0%

Top 10 Holdings

Fund
%

Royal London International Govt Bd Fd

8.1

HSBC American Index Fund

8.0

Fidelity Index US Fund

8.0

abrdn Global Corporate Bond Tracker Fd

7.1

T. Rowe Price US Large Cap Value Eq Fd

5.2

AXA Global Short Duration Bond Fund

5.1

abrdn Short Dated Global Corp Bond Trkr

5.1

Man GLG Sterling Corporate Bond Fund

4.1

iShares Corporate Bond Index Fund (UK)

4.0

L&G All Stocks Gilt Index Trust

3.8

Asset Allocation

Developed International Equities

47.3%

Corporate Bonds

18.2%

Government Bonds

16.5%

UK Equities

8.7%

Emerging Markets

7.2%

Cash

2.1%

Money Market

0.0%

Top 10 Holdings

Fund
%

HSBC American Index Fund

10.2

Fidelity Index US Fund

10.2

T. Rowe Price US Large Cap Value Eq Fd

6.7

Royal London International Govt Bd Fd

5.8

abrdn Global Corporate Bond Tracker Fd

5.1

Fidelity Asia Pacific Opportunities Fund

4.5

L&G Pacific Index Trust

4.4

Fidelity Index UK Fund

4.4

JPM Emerging Markets Income Fund

4.3

AXA Global Short Duration Bond Fund

3.7

Asset Allocation

Developed International Equities

58.5%

Government Bonds

11.2%

UK Equities

10.5%

Corporate Bonds

10.4%

Emerging Markets

7.5%

Cash

1.9%

Money Market

0.0%

Top 10 Holdings

Fund
%

HSBC American Index Fund

12.4

Fidelity Index US Fund

12.3

T. Rowe Price US Large Cap Value Eq Fd

8.0

Fidelity Asia Pacific Opportunities Fund

6.2

L&G Pacific Index Trust

6.0

Fidelity Index UK Fund

5.3

JPM Emerging Markets Income Fund

4.4

M&G Japan Fund

3.9

Royal London International Govt Bd Fd

3.6

L&G All Stocks Gilt Index Trust

3.2

Asset Allocation

Developed International Equities

72.4%

Emerging Markets

10.3%

Government Bonds

6.0%

UK Equities

5.8%

Corporate Bonds

3.5%

Cash

2.0%

Money Market

0.0%

Top 10 Holdings

Fund
%

HSBC American Index Fund

12.5

Fidelity Index US Fund

12.4

T. Rowe Price US Large Cap Value Eq Fd

8.1

Fidelity Asia Pacific Opportunities Fund

8.1

L&G Pacific Index Trust

7.9

JPM US Research Enhanced Index Equity Fd

5.0

JPM Emerging Markets Income Fund

4.0

M&G Japan Fund

4.0

Janus Henderson European Focus Fund

3.2

HSBC European Index Fund

3.2

Asset Allocation

Developed International Equities

79.1%

Emerging Markets

12.0%

UK Equities

6.9%

Cash

2.0%

Government Bonds

0.0%

Corporate Bonds

0.0%

Money Market

0.0%

Top 10 Holdings

Fund
%

HSBC American Index Fund

13.9

Fidelity Index US Fund

13.8

T. Rowe Price US Large Cap Value Eq Fd

8.1

Fidelity Asia Pacific Opportunities Fund

7.8

L&G Pacific Index Trust

7.7

Janus Henderson European Focus Fund

7.2

HSBC European Index Fund

7.2

JPM US Research Enhanced Index Equity Fd

6.0

JPM Emerging Markets Income Fund

4.5

L&G Global Emerging Markets Index Fund

3.8

Asset allocation

Our Asset Allocation Committee meets regularly to determine the best way forward. We use external parties, both independent macro research providers and the research teams of investment banks, to further refine our positions. 

We encourage unbiased external scrutiny of our opinions and believe this is a vital ingredient in our success. We also benchmark our opinions against historical data, employing technology to flag market opportunities. The end result is a buy list of robustly researched assets for investment managers to use when constructing portfolios.

vineyard

Investment rules

Our investment rules have been designed to work even within the harshest market conditions, and we apply them to all our products. For our bespoke and managed portfolio services, these form the key inputs for our risk management system. Following this system, we assess portfolios daily for deviations from expected volatility, asset allocation, buy list and concentration limits. 

Rigorous application of our rules, including maintaining high levels of liquidity, have put us in a strong position to weather any unexpected storms that may occur in the marketplace.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

John Smith

Request a call back