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JO Hambro Investment Management – Ascentric JOHIM Model Portfolios Defensive Portfolio

JO Hambro Investment Management – Ascentric JOHIM Model Portfolios Defensive 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 defensive risk profile

Minimum investment: Lump sum £1,000

Investment split: 42% alternatives, 33% equities, 20% fixed interest, 5% cash

Charges: 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

JO Hambro Investment Management – Ascentric JOHIM Model Portfolios Growth 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 growth risk profile

Minimum investment: Lump sum £1,000

Investment split: 80% equities, 10.5% alternatives, 7% fixed interest, 2.5% cash

Charges: 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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