Advisory service
This service utilises a single, or multiple risk-targeted fund solution. Our investment management team will assess whether these funds remain suitable for you on a quarterly basis.
Our preference is for risk targeted multi-asset funds; this means that the fund managers will manage the portfolio to a certain risk level. This helps ensure that the funds remain suitable for our clients over the long-term.
If we believe a multi-asset fund no longer aligns to our investment philosophy and a fund switch is required, we’ll need to contact you and gain your consent prior to making any changes. This service is therefore run on a more reactive basis and is likely to form part of your annual review service. This approach requires you to be involved in the investment decision-making process.
Our process for selecting funds
We have a rigorous process for selecting risk-targeted multi-asset funds, as follows:
