Our multi-asset portfolios

Introduction

Our multi-asset portfolios are comprehensive investment solutions designed to successfully navigate changing economic and market conditions over the long term.

They use a fund structure, which provides important Capital Gains Tax benefits for investments held outside a tax wrapper such as a pension or an ISA.

Why choose our multi-asset portfolios?

01.

Award-winning investment team – our international multi-asset portfolios won the International DFM Fund/Product of the Year category in the Investment International Awards 2024. The team have more than 200 years’ combined experience.

02.

The same team also run our managed portfolio solutions service, which has performance comparable to the best in the industry and earned the maximum five stars and a gold service rating from independent research body Defaqto.

03.

The portfolios use a fund structure, which provides important Capital Gains Tax benefits for investments held outside a tax wrapper such as a pension or an ISA. It also means they have access to a wider range of investment options and can be more agile in seizing opportunities.

Explore the range

We offer a range of six multi-asset portfolios, which are numbered from 3 to 8 to reflect the level of risk and reward they are targeting. Portfolio 3 targets the lowest level of risk but is likely to achieve lower returns long term, while Portfolio 8 provides exposure to a higher level of risk but with potentially higher long-term returns.

Our multi-asset portfolios hold a blend of actively managed funds, which seek to outperform the wider stock market, and lower-cost passive funds, which seek to replicate a stock market index such as the FTSE 100. We only use active funds when we think the extra cost is justified.

What are our multi-asset portfolios?

For illustration purposes only.

Our Team

Find out more about the multi-asset solutions team

Risk warning

This information is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.