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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.

Our multi-asset funds combine the highest quality service with competitive pricing and an accessible entry level. Clients can invest a minimum of £1,000 and still benefit from the same investment processes as investors using our Discretionary Portfolio Service and Managed Portfolio Service.

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 – energy, food, health, resources and water.

Different risk levels

  • Three different risk-graded funds, depending on your client’s circumstances and the level of risk they find acceptable – Libero Cautious, Libero Balanced and Libero Strategic.
  • Our Climate Assets fund, which gives your client the opportunity to invest in a medium-risk fund with a real focus on sustainability.
  • Independent risk profiling by Distribution Technology, helping you to determine which of our funds is the most suitable for your client.

Ongoing support

  • Access to investment expertise from a fund management team.
  • Monthly factsheets and regular commentaries.

Providers' platforms

  • Simplified dealing and administration for advisers with all four funds available on the following providers’ platforms:
  • Aegon | Ascentric | Aviva | AXA Wealth | Co-Funds | Novia | Nucleus | Old Mutual Wealth | PlatformOne | SevenIM | Standard Life | Transact

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.

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.

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.

If you would like more information

About our Multi Asset Funds Service, we would be happy to send you our brochure, or latest monthly factsheets.

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