Master Portfolio Service

A selection of portfolios to suit your client

Choose from six pre-defined portfolios for your clients, each reflecting a different investment objective and risk classification, and so offering a broad spectrum of choice.

Easy-to-understand investment options

Your clients can choose from six pre-defined master portfolio service options to suit their investment aims and attitudes to risk. Offering an easy-to-understand and often first step into investing, these model portfolios range from fixed interest, low-risk investments to equity market, high-risk choices.

Broad exposure to financial markets

Each of the six master portfolios contains a wide range of unit trusts, investment trusts and open-ended investment companies (OEICs). They provide a broad exposure to the global financial markets across the main asset classes – equities, bonds, commercial property and other alternatives.

Find out more

  • Matthew Salmon

    Matthew Salmon

    Senior Investment Director

    If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

  • Paul Salter

    Paul Salter

    Investment Director

    If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Find out more

Matthew Salmon
Paul Salter

Matthew Salmon

Senior Investment Director

If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Paul Salter

Investment Director

If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

The six model portfolios

Our Master Portfolio Service is underpinned by a substantial research capacity that is unbiased in its selection of funds, making sure you find the right choice for your clients.

The defensive portfolio Low risk

  • For clients looking to preserve capital, seeking only modest levels of risk
  • Typically weighted towards government bonds, investment grade corporate bonds and cash
  • Also uses equities, commercial property, hedge funds and other asset classes to lower risk/volatility
  • Typically suited to investors with shorter timeframes (less than five years).

The cautious portfolio Low-medium risk

  • For clients with a degree of emphasis on preserving capital, although this cannot wholly be guaranteed
  • Investments are weighted towards government bonds, investment grade corporate bonds and cash to reduce levels of volatility
  • Other asset classes are less prominent but are used where appropriate. This will include some equity market exposure.

The income portfolio Medium risk

  • Made up of a diversified combination of investment vehicles and asset classes where bonds still tend to be prominent
  • Equity funds are also widely used, as well as other alternatives, and commercial property.

The balanced portfolio Medium risk

  • For clients seeking a combination of capital growth and income
  • Contains a diversified mix of asset classes, including equities/bonds, property and alternatives on a domestic and international basis.

The growth portfolio Medium-high risk

  • Investment focuses on both international and domestic markets
  • Equities tend to be the most prominent asset class within this medium-high risk objective. The weighting is usually supported to a lesser degree by bonds, property and alternatives.

The high-growth portfolio High risk

  • Favoured by ‘adventurous’ clients who can accept increased risk as they seek higher capital growth
  • A portfolio likely to be dominated by equities
  • Exposure to emerging market and smaller company funds and other niche areas may be included in the search for strong returns.

Find out more

  • Paul Salter

    Paul Salter

    Investment Director

    If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

  • Matthew Salmon

    Matthew Salmon

    Senior Investment Director

    If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Find out more

Paul Salter
Matthew Salmon

Paul Salter

Investment Director

If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Matthew Salmon

Senior Investment Director

If you would like to know more about our Master Portfolio Service give me a call or complete our contact form.

Useful downloads

Master Portfolio Service brochure
Why choose our Master Portfolio Service?

Our investment services

See how else you can help your clients manage their investments