Model Portfolios

PortfolioMetrix Select Managed Portfolio Service

Managing complex investment portfolios can be a real challenge, requiring continuous research and monitoring.

The Select Managed Portfolio Service is designed to address these issues, giving you access to a range of model portfolios that meet pre-determined attitudes to risk.

With seven models available across the efficient frontier, investors have the ability to choose a model portfolio that both matches their tolerance for risk and provides them with the potential for strong risk adjusted returns.

THE SELECT MODEL PORTFOLIO RANGE

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Select 1 – A low risk model portfolio
A low risk model portfolio with an emphasis on capital preservation and modest inflation beating returns over the medium to long-term.
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Select 2 – A lower risk model portfolio
A lower risk model portfolio with an emphasis on capital protection and inflation-beating returns over the medium to long-term.
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Select 3 – A low to medium risk model portfolio
A low to medium risk model portfolio, emphasising a mix of capital stability and inflation-beating returns over the medium to long-term.
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Select 4 – A medium risk model portfolio
A medium risk model portfolio seeking to provide moderate growth in capital and income over the medium to long-term.
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Select 5 –A medium to higher risk model portfolio
A medium to higher risk model portfolio with an emphasis on longer-term growth of capital and income.
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Select 6 – A medium to higher risk model portfolio
A medium to higher risk model portfolio with an emphasis on solid longer-term growth of capital and income.
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Select 7 – A higher risk model portfolio
A higher risk model portfolio with an emphasis on strong growth in capital over the long-term.

HOW THE SELECT MODEL PORTFOLIOS ARE MANAGED

We combine the latest academic research, tried and tested portfolio construction techniques plus our investment team’s proprietary innovations to deliver a robust range of model portfolios.

Asset Allocation

Our robust asset allocation process allows us to build well diversified model portfolios, resulting in a risk-based investment approach which generates predictable risk and return separation. This ensures that you are well placed to manage your clients’ expectations in line with their suitability requirements.

Fund Selection

We work independently, utilising a best-of-breed approach to fund selection whilst still viewing the portfolio holistically, to deliver model portfolios that are efficient and cost effective.

Portfolio Construction

We take a holistic view of the whole range of model portfolios to ensure that they are constructed with both active and passive funds that should complement each other and aid diversification.

Monitoring & Rebalancing

We monitor the portfolios daily and use a disciplined rebalancing approach that means changes to the portfolios happen only when there is a benefit to doing so. This methodology has been shown to add value over and above a simplistic calendar based rebalancing approach. 

Which Select portfolio is right for your client?

Every one of your clients is unique. When it comes to investing, they will have their own goals, emotions and comfort zones that can be hard to gauge. That’s where Wealth ExplorerTM comes in.

Wealth ExplorerTM is unique, purpose built and right at the heart of the PortfolioMetrix Select proposition. It equips you with a range of tools, including a Financial Personality Assessment, to aid you in delivering outstanding service to your clients.

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Using a combination of behavioural and cognitive psychological theory, together with conventional economics, the integrated Financial Personality Assessment will reveal which of the Select Model Portfolios is right for your clients, enabling you to build trust with them, boosting their confidence in your recommendations and reduce their inclination to move away from agreed investment strategies during volatile market conditions.

What’s more, the Select range of model portfolios are available across a growing list of the platforms and, with the seamless integration of the Wealth ExplorerTM tools, you’ll be able to produce detailed ‘white labelled’ documentation quickly and easily.

EXPECTED RANGE OF RETURNS

Whilst risk is multi-faceted, volatility (or standard deviation) provides a useful approximate risk measure which describes how much variability around the average return investors could expect in any one year of being invested in the portfolio. It also describes how often investors should expect those different variations. The chart below interprets these forward-looking risks and presents them using a range of returns approach which is more intuitive to most investors than simply looking at volatility.

OVER 1 YEAR FOR SELECT MODELS (REAL CPI+)

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Understanding what the range of outcomes could look like over one year is important from a composure point of view, but most investors are investing for a longer period and it is highly unlikely to have a number of consecutive fantastic or terrible individual years. Therefore, it is also important to look at the results over a longer holding period which incorporates a combination of mainly average years, but also some good, some bad, and maybe even the odd fantastic and/or terrible year. The chart below shows the expected range of returns for the same portfolios if held for 10 years.

OVER 10 YEARS FOR SELECT MODELS (REAL CPI+)

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PERFORMANCE SINCE LAUNCH*

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*Performance is net of PortfolioMetrix charges and any fund charges but gross of platform and adviser charges. Investments can go down as well as up and past performance is not a reliable guide to the future.

LEARN MORE ABOUT THE SELECT MANAGED PORTFOLIO SERVICE

For Financial Professionals

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The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

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