Our fund range offers clients an opportunity to invest in a range of unitised discretionary portfolio service for investments in excess of £1,000.
We have a choice of 3 risk/return strategies:
– Libero Cautious
– Libero Balanced
– Libero Strategic
– Climate Assets Fund
Each fund has the following aims:
The Cautious Fund aims to preserve capital in the long term through holdings in fixed interest and cash instruments such as Treasury bonds, corporate bonds and index-linked gilts. The managers also aim to produce medium-term growth by investing some of the fund in equities, mainly FTSE 100 companies, and in other assets.
The Cautious Fund aims to be more stable than the average Cautious Managed fund by restricting the maximum equity content to 35% of the portfolio compared with the maximum of 60% allowed by the Investment Management Association for cautious funds.
The Libero Balanced Fund aims to produce a balance between income and capital growth through a balanced investment strategy by investing in a well diversified spread of equities, bonds and collective funds from each asset class and geographic sector. We have an active approach to stock-picking in UK and overseas markets. Where we feel it would be more appropriate to access a particular asset class or geographic region through a collective fund, we select collective funds from across the whole of the market, without any affiliation to, or over-reliance on, any single investment house.
The Libero Strategic fund aims to achieve capital growth over the medium term, focusing on capital protection as well as capital appreciation. This fund aims to be more stable than the average growth fund, having lower volatility than the benchmark for this sector.
The Climate Assets Fund aims to achieve long term capital appreciation and provide income by multi-asset allocation and multi-thematic investment. The fund invests around the world with a focus on investment opportunities arising from convergence of climate change, resource scarcity and population shift.
To enquire about investing in any of these funds please click here or call Spiros Kurtidis on 020 7662 6274. Alternatively, investors can access our funds via a number of third party platforms:
The Libero funds are available on a number of third party platforms, including Ascentric, Cofunds, Novia, Aviva, Platform One, Nucleus, Standard Life, Seven IM, and Aegon.
The Climate Asset Fund is available on Ascentric, Cofunds, Raymond James, Nucleus, Novia Avalon, Aviva and Standard Life.