Master Portfolio Service
Investment models for your client
Six pre-defined portfolios, each carefully designed to reflect your clients' investment objectives and attitude to risk.
The six model portfolios
Suitable for clients with shorter-term requirements (less than five years) seeking capital preservation with only modest levels of risk. Investments are typically weighted towards government bonds, investment grade corporate bonds and cash.
Designed for clients with some emphasis on capital preservation, though this cannot be wholly guaranteed. Investments are weighted towards government bonds, investment grade corporate bonds and cash to reduce volatility.
A diversified combination of investment vehicles and asset classes, including bonds, is used to make up the Income Portfolio. Equities and other alternatives, such as commercial property, are also widely used in this portfolio.
Ideal for clients seeking a combination of capital growth and income, the balanced portfolio contains a very diverse mix of domestic and international asset classes, including equities or bonds, property and other alternatives.
This medium-high risk objective portfolio includes international and domestic investments, with equities tending to be the most dominant class. These are supported by bonds, property and alternatives.
This portfolio is suited to clients who are adventurous investors, comfortable with increased risk as they look to achieve added capital growth. It is likely to be dominated by equities, with exposure to higher risk such as emerging markets and niche areas.
Our related investment services for IFAs
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