Fund Service

Our Fund Range

We believe in offering excellent investment opportunities to everyone. Our fund range offers the highest quality service with an accessible entry level with investments starting at £1,000.

We understand that your clients have different investment objectives, so our range of Libero funds have different risk levels depending on your circumstances and the level of risk you would like to take – Cautious, Balanced and Strategic. Our Climate Assets fund gives your clients the opportunity to invest in a medium risk fund with a real focus on sustainability.

Our philosophy is one of active investment management, allowing us to take advantage of dynamic and constantly evolving markets, adding value at all levels.

Our Investment Process

With our fund range, your clients can benefit from the same rigorous investment process, intelligent asset allocation and sophisticated research and analysis that is used for our Discretionary Portfolio Service and Managed Portfolio Service.

Our approach combines our top-down view and is based largely on macro-economic inputs and market valuations, with bottom-up recommendations generated by our team of in-house analysts.

We are not limited to one particular investment style as we believe the best returns come from a flexible approach during different economic cycles. Our fund managers aim to reflect our house views on asset class and geographical allocation throughout the funds.

To select the holdings, our fund managers use a combination of quantitative analysis, in-house fundamental research and company visits. When selecting collective funds for any of our services, we insist on face-to-face meetings with all collective fund managers and those we decide to work with are always subject to a rigorous due diligence process. This ensures we are best placed to make the right decisions for your client’s investments.

Why Should Your Clients Invest With Us?

We have a history of working in partnership with Financial Advisers to produce the very best results for their clients.

We have a dedicated funds team made up of highly qualified experts working to get the best possible results they can for your investments.

We are not restricted by our investments and therefore, neither are you.

We have a history of good performance, in the good times and the bad. Our multiple awards and record of performance speak for themselves. We focus on performance to ensure you have the best possible chance of achieving your financial goals.