Index Portfolio

Built on the success of our managed portfolios we offer a low cost passive option via our Index Portfolios. The portfolios are actively managed by way of asset allocation but the allocations are made up using tracker funds that invest in the whole of a market, aiming to replicate full market movements.

We use a dedicated asset allocation model from the award winning Dynamic Planner which is reviewed annually in November, with a strong track record of success we are confident that these low cost portfolios will provide attractive returns over the long term.

We use the best tracker funds where available, we keep our finger on the pulse with the latest developments aiming to keep costs as low as possible.

What is included in the Index Portfolio Service?

• Access to Five portfolios each aligned to a specific investment objective and attitude to risk.
• A strategic approach to investing money, driven by our Investment Committee and our in-house research team.
• Portfolios that are adjusted quarterly to rebalance back to the intended asset-allocation agreed by the Committee,  ensuring that there is no over weighting in a particular fund leading to a change in risk level.
• Funds that are selected on a fiercely independent best-of-breed basis: Hammond Raggett is not tied to any fund manager, bank or insurance company.
• Our Index Portfolios are available on: AJ Bell, Aviva, Aegon Cofunds, Fidelity, Standard Life and Transact.