Managed Portfolio

Managed Portfolio Service

This portfolio seeks to maximise returns for a given risk budget through the selection of best of breed funds from across the whole market. We publish monthly factsheets which are available below.

The Managed Portfolio Service follows long-standing investment principles of diversification, at asset class, geographical and fund manager levels.

Using our robust process we regularly review and update the portfolios to try to ensure we are investing in the best managers in each asset class and/or sector and will actively replace funds that we no longer consider suitable.

Five portfolios are offered to suit clients with different risk appetites. Typically less risk means portfolio portfolios 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 Managed Portfolio Service?

• Access to Five actively managed model 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 our Investment Committee and our in-house research team.
• 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.
• 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 Managed Portfolios are available on: AJ Bell, Aviva, Aegon Cofunds, Fidelity, James Hay, James Brearley, Quilter, Standard Life and Transact.