The portfolio is designed to achieve long-term capital growth and total return through investment in collective investment schemes, unit trusts, oeics, investment trusts, hedge fund of funds and exchange traded funds.
The portfolio has an annual management charge of 1.5 per cent and a minimum investment of £10,000.
The portfolio launches on September 8 and with have around 40 per cent weighted in equities focusing on international markets in order to capitalise on sterling weakness.
Key holdings will include M&G’s global basics fund and Polar Capital’s healthcare opportunities fund. PSigma balanced managed fund of funds manager Tom Becket identifies the healthcare sector as a potential growth story: ”We are attracted by the short term defensive characteristics and exciting longer term growth potential of the sector, as a “healthcare revolution” develops, driven by emerging market demand for improved medicine and medical technology” he says.
Becket also sees opportunities in investment grade financials bonds and intends to hold a strong weighting in the in the Artemis Strategic Bond fund.
Commenting on the launch PSigma Investment Management managing director John Howard-Smith says: “We firmly believe that the new balanced managed fund of funds will prove timely and popular in these volatile markets. Investors will hopefully recognise our ability to deliver ‘real’ rates of return and that the old-fashioned traditional split between property, equity and fixed-interest offered by the majority of our peers is out-dated.
“We have been extremely successful with our ‘thematic’ investments over the last few years, especially in resources and gold, whilst we also believe that our experience in using alternatives, such as hedge funds, will assist us with our aim to continue to deliver strong returns over the years to come”.