How we manage your clients’ money

The Monthly Income Portfolios blend a range of investment opportunities to meet the different income and growth needs of your clients, while adhering to their risk-targeted framework.

Active core approach

The portfolios are actively managed, with a core of active investments that form the heart of the portfolios. Passive strategies are used around them to complement the core holdings and smart beta strategies allow us to tailor exposure to factors or styles in a cost-efficient way.

Having a broad investment toolkit, including active managers, smart beta strategies, and traditional index trackers, provides us with the flexibility to tilt the portfolios towards the best opportunities available.

Smart beta strategies allow investors to gain passive exposure to specific investment strategies or styles.

There are a number of smart beta strategies that track a subset of specific dividend stocks, and these can provide investors with an additional tool to capture the income or style exposure they require.

Dynamic asset allocation

To help navigate changing market conditions, we employ a dynamic investment approach, actively investing in a broad range of asset classes depending on the market environment and opportunity set.

This pragmatic approach allows us to take advantage of the best income and total return opportunities, whilst ensuring the portfolios remain within their risk-targeted framework.

Diversified across a wide range of investments

The portfolios invest across the entire market, blending different asset classes, regions, and sectors. This broad opportunity set provides diversification of both the total return and income streams.

With so much choice available, we draw on our own expertise and research to drill down into an underlying fund manager’s strategy, philosophy, performance, and process to ensure it’s the right fit for the portfolios at the right risk level.

How we manage your clients’ money

Your details

Active core approach

Smart beta strategies allow investors to gain passive exposure to specific investment strategies or styles.

Dynamic asset allocation

Diversified across a wide range of investments

Next steps

Registered office

Active core approach

Smart beta strategies allow investors to gain passive exposure to specific investment strategies or styles.

Dynamic asset allocation

Diversified across a wide range of investments

Next steps

View the brochure

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Discover the monthly income portfolios

Registered office