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Multi-asset funds

Our fund range offers the highest quality service at an accessible entry level, with investments starting at £1,000

We understand that people have different investment objectives, so our range of Libero funds has different risk profiles depending on your circumstances and the level of risk you would like to take – Cautious, Balanced and Strategic.

Alternately our Climate Assets fund gives you the opportunity to invest in a medium risk fund with a real focus on sustainability.

Climate Assets

Our Climate Assets fund is a medium risk fund with a difference.

It’s an award winning, global, multi-thematic fund focusing on sustainability with five key themes – low carbon energy, food, health, resources and water.

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Strong investment history

You can be confident that your money is invested in the highest-quality companies and funds. Our track record shows strong performance in challenging periods as well as in favourable market conditions. Our flexible approach combined with expert research and analysis helps us keep ahead.

Options to
suit you

Our funds offer a straightforward place to start investing. More experienced investors can choose a fund that targets particular requirements – including our award-winning Climate Assets Fund – to make the most of opportunities set to benefit from climate change.

Flexibility

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

You can switch seamlessly between strategies without charge if your circumstances or risk appetite changes.

Libero Cautious

It is a multi-asset fund investing primarily in holdings in fixed interest and cash investments, such as government and corporate bonds and index-linked gilts. A small exposure to equities, mainly FTSE 350 companies and collective investments, aims to produce some medium-term growth.

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Libero Balanced

Our Libero Balanced fund is the medium risk fund in our range of three Libero funds. It invests in a well-diversified spread of equities, bonds and collective funds, from a range of asset classes and/or geographical sectors.

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Libero Strategic

Our Libero Strategic Fund is the most diversified fund in our range and invests in bonds and equities as well as a range of alternative investments.

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Share your goals with us

Come and see us so we can start working to get you closer to your personal financial goals

Award-winning Investment Director

Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager - Portfolio Adviser Wealth Manager Awards 2017

Winner, Outstanding Achievement - City of London Wealth Management Awards 2016