Discretionary Managed Portfolios

Discretionary Managed Portfolios

These portfolios seek to maximise returns for a given risk budget through the blend of best of breed actively managed funds and, where appropriate, passive investments from across the whole market.

The Discretionary Managed Portfolios follow long-standing investment principles of diversification, at asset class, geographical and investment/fund manager levels and also benefit from access to a wide range of investment types including Unit Trusts, Oeics and ETFs.

The portfolios are regularly reviewed and updated to try to ensure they include investments from the best managers in each asset class and/or sector and funds/investments that are no longer considered suitable will be replaced.

Five portfolios are offered to suit clients with different risk appetites. Typically, less risk means leads a portfolio to have more exposure to bonds and less exposure to equities and more risk means increasing exposure to equities, and in higher-risk portfolios, more exposure to higher growth markets such as Asia and Emerging Markets.

What is included in the Discretionary Managed Portfolios?

• Access to Five actively managed portfolios offering the breadth to provide you with an investment solution that closely matches your financial goals, ambitions, and attitude to risk.
• A strategic approach to investing money, driven by the A J Bell investment team working in conjunction with us and using defined risk parameters.
• Portfolios that are tactically adjusted each quarter to reflect the Committee’s view on the most appropriate mix of assets to hold for a given investment objective and key changes in the market.
• Investments that are selected on a whole of market, best-of-breed basis.
• Our Discretionary Managed Portfolios are available via the A J Bell platform, a low-cost platform which offers functionality we believe is suitable for the majority of our customers.