Stirling House has launched a range of funds of funds to meet private clients’ differing risk and return appetites.
The wealth management firm, which was founded over 10 years ago by a group of former St James’s Place financial advisers, and authorised corporate director Host Capital have appointed Sarasin & Partners to manage the investments of the five-strong range.
The funds have been offered to existing clients of Stirling House through the group’s advisers for some time. They are now available to IFAs, are accessible directly and through platforms and tax wrappers suitable for pensions and Isas.
The range comprises the HC Stirling House Defensive, HC Stirling House Balanced, HC Stirling House Growth, HC Stirling House Dynamic and HC Stirling House Adventurous funds.
Stirling House has already launched four of the funds and the fifth – the HC Stirling House Adventurous fund – will open later in the year.
Stirling House chief executive Neil Francis says: “The launch of these new funds is the culmination of a detailed review into how we can best serve clients with a set of investment solutions matched to their attitude to risk and individual suitability.”
The funds, which are structured as non-Ucits retail schemes, will have a minimum investment of £5,000 and carry an annual management charge of 0.7 per cent, clean of all rebates and platform charges.