Our multi-asset portfolios

Introduction

Our multi-asset portfolios provide a high-quality core investment solution for your clients and are 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 clients whose investments are 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.

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 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.

04.

The ongoing charges figure (OCF) is competitive, with an upper limit of 0.66% for retail ‘P’ class units.

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 and lower-cost passives. We only use active funds when we think the extra cost is justified.

What is our multi-asset portfolio range?

Our multi-asset portfolios each hold a carefully selected blend of different funds that invest in a range of key global asset classes.

They provide advisers with a centralised investment proposition, with risk-graded portfolios constructed using our proprietary system, Strat Flex, for strategic asset allocation and our team’s expert tactical asset allocation.

Clients also benefit from the Marlborough Group’s expertise in providing fund governance and oversight services to protect the best interests of investors.