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
