Optima Investment Portfolio.

Available for investments of £10,000 upwards, this service offers a range of Unit Trust funds designed to meet different investment objectives. Our Optima Investment Portfolio provides you with a portfolio account within which to invest these funds.

Optima funds are invested in different asset classes in varying proportions with different levels of risk. This is coupled with a choice of styles, including relative and absolute return approaches to investments, as well as multi-manager and direct investment.

An investment into Optima can be across one or any combination of Trusts and has the ability to blend together different asset mixes, levels of risk and investment styles to suit your overall financial needs.

You can download an Optima Investment Portfolio brochure in the Publications section.