Money Marketing
View more on these topics

London & Capital Asset Management – Managed Portfolios

London & Capital Asset Management – Managed Portfolios

By

Type: Portfolio management service comprising 10 risk-graded multi-asset portfolios available through the Novia platform

Aim: Income and/or growth by investing in a range of asset classes

Minimum investment: Subject to negotiation

Investment split: Managed portfolio 1 – 54% cash funds, 41% bond funds, 2% absolute return funds, 1% commodities, 2% cash; managed portfolio 2  – 45% cash funds, 39% bond funds, 8% equities, 5% absolute return funds, 1% commodities, 2% cash; managed portfolio 3 – 37% bond funds, 29% cash funds, 21% equities, 9% absolute return funds, 2% commodities, 2%cash; managed portfolio 4 – 37% bond funds, 31% equities, 14% absolute return funds, 13% cash funds, 3% commodities, 2% cash; managed portfolio 5 – 46% equities, 27% bond funds, 17% absolute return funds, 4% cash funds, 4% commodities, 2% cash; managed portfolio 6 – 51% equities, 21% bond funds, 18% absolute return funds, 5% commodities, 3% cash funds, 2% cash; managed portfolio 7 – 59% equities, 20% absolute return funds, 12% bond funds, 6% commodities, 1% cash funds, 2% cash; managed portfolio 8 – 63% equities, 20% absolute return funds, 12% bond funds, 6% commodities, 2% cash; managed portfolio 9 – 67% equities, 21% absolute return funds, 7% commodities, 3% bond funds, 2% cash; managed portfolio 10 – 70% equities, 21% absolute return funds, 7% commodities, 2% cash

Charges: Platform charge negotiable between adviser and platform, annual 0.25%

Commission: Negotiable between the adviser and client

Tel: 020 7396 3200

Recommended

Casting the net

The imminent introduction of an effective 60% rate of tax should prompt advisers to get informed to help clients

At all costs

Peter Hargreaves hit an eloquent note recently when he suggested the IFA sector was all but doomed in that it had failed to achieve a viable scalability within its business models. He was describing the ’piecework’ most advisers do, resulting in a linear relationship between output and income. Peter on the other hand uses ’subscriber […]

Adviser Fund Index- A note of caution

Since its launch in November 2004, the Adviser Fund Index series has experienced some extraordinary market conditions. The aggressive and balanced indices have weathered the turbulence well. Despite spells of underperformance, both comfortably outpaced their equivalent Investment Management Association and Association of Private Client Investment Managers and Stockbrokers’ benchmarks over the past five years. AFI […]

Embrace simplicity!

By Fiona Holmes, proposition communications manager When I first took out critical illness cover, I was overwhelmed. It wasn’t just the form filling, it was finding out about the sheer number of illnesses I was covered for. Did it give me peace of mind that I was covered for neuromyelitis optica or systematic lupus erythematosus? […]

Most Read

  • Top trends

Newsletter

News and expert analysis straight to your inbox

Sign up

Latest from Money Marketing

FSCS Interior 480

FSCS to pay back 2,700 clients of collapsed DFM Beaufort

The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]

Profile: Fiducia on really knowing your clients

Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]

Piggy-Bank-Savings-UK-700x450.jpg

FCA warns over advisers giving ‘inadequate information’ to DB transfer specialists

The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]

Comments

    Leave a comment