We have a range of different strategies for investing your money to give you the best chance of achieving what you want from your financial plan. Each strategy follows our four principles.
Remember that although we’ve designed and use investment options to help you achieve your goals, investments can go down as well as up and there’s always a risk that you might get back less than you put in. Part of the benefit of having an ongoing relationship with a financial planner is that we regularly review your plan to make sure you’re in the right place for what you want to achieve.
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Our range of investment options has been designed around the principle that everyone has their own attitude to risk, preferences for how they’d like to invest and personal financial goals.
Every option that we recommend has been through a rigorous process to ensure that it’s robust, well managed, aligned with our core investment principles and gives you good value. And we keep a close eye on them to make sure this doesn’t change.
We carefully assess the suitability of each investment option for you. This means you can be confident that when you do invest, our carefully selected solutions are appropriate for meeting your goals and in line with your attitude to risk.
These diversified, professionally managed options each target a level of risk. They seek to maximise returns at that risk level for long term growth, either through discretionary managed portfolios or single funds.
A dedicated client portfolio manager will build a portfolio for you, to suit your particular investment and tax requirements. You get a high level of personalised service and reporting
Our Existing Asset Service allows your financial planner to ensure that any investments you already hold (which you don’t move into one of our core investment options) remain aligned to your risk profile and goals.
Read examples of the updates we provide if you invest in the portfolios.
You can also find examples of our investment strategy documents and more information on how the 1825 portfolios are designed to meet a range of needs.