Model Portfolios: a summary

Minimum investment: £10,000

These portfolios can be described as ‘off the peg’ solutions designed to exactly match the output from the risk questionnaire we run through with our clients.

The mix of underlying assets of our models will be broadly fixed at outset although it can be tilted to reflect changing economic conditions.

This is a very cost effective way of diversifying your capital across a blended portfolio of underlying assets and funds.