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JO Hambro Investment Management – Ascentric JOHIM Model Portfolios Balanced Portfolio

JO Hambro Investment Management – Ascentric JOHIM Model Portfolios Balanced Portfolio

Type: Managed portfolio available through the Ascentric platform

Aim: Growth by investing in a portfolio comprising JOHIM sterling bond, JOHIM equity and JOHIM alternatives funds managed to a balanced risk profile

Minimum investment: Lump sum £1,000

Investment split:  60% equities, 20% fixed interest, 15% alternatives, 5% cash

Annual 0.75% for underlying equity and alternatives funds, annual 0.625% for underlying bond fund, Ascentric wrap account charges annual £60 plus 0.15% on amounts invested up to £60,000, annual 0.25% for balance of funds between £60,000 and £1m, 0.1% for balance of funds between £1m and £3m, dealing charges £1 each transaction

Commission: Agreed between adviser and client

Tel: 020 7484 2058


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