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London & Capital – US Managed Portfolios

London & Capital – US Managed Portfolios

Type: Discretionary fund management service available through the Praemium platform for Americans living in the UK

Aim: Growth by investing in conservative, balanced or growth exchange-traded fund portfolios or sterling and dollar denominated direct investment portfolios

Minimum investment: Lump sum £10,000

Investment split: Conservative portfolio –60% bonds, 15% global equities, 7% absolute return strategies, 3% commodities, 15% cash and money market instruments, balanced portfolio – 45% bonds, 30% global equities, 10% absolute return strategies, 5% commodities, 10% cash and money market instruments, growth portfolio – 45% global equities, 30% bonds, 13% absolute return strategies, 7% commodities, 5% cash and money market instruments, sterling direct investment balanced portfolio  – 55% bonds, 35% global equities, 10% cash and money market instruments, dollar direct investment balanced portfolio = 45% bonds, 30% global equities, 10% absolute return strategies, 5% commodities, 10% cash and money market instruments

Charges: Platform charge negotiable between adviser and platform, annual 0.75-0.85%

Commission: Agreed between adviser and client

Contact: www.londonandcapital.com

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