PortfolioMetrix adds three new portfolio options

PortfolioMetrix, the next-generation discretionary investment fund management firm that blends the convenience of model portfolios with the ability to customise portfolios for individual clients, has added three new portfolio options.

Pure Absolute: a single model portfolio constructed using a collection of Absolute Return funds, blended to yield a return higher than cash whilst targeting low volatility and hence reduced future performance drawdowns over the investment period.  The portfolio launches exclusively on the Wealthtime platform in November.

Enhanced Income: suitable for trusts that need to separate capital and income. Designed to generate an attractive total return skewed more towards income. Capitalising on funds with distributing share classes as well as some strategic fund changes to income funds run by the fund groups and investment teams already extensively researched by the global investment team.

No Property:  This allows property to be excluded from any of the PortfolioMetrix portfolios.   Property could be up to 7% of the portfolio in normal times and higher or lower at times of market volatility depending on the attractiveness of the asset class.  The ability to remove property is particularly useful for clients who already have high exposure through investment in bricks and mortar.

Mike Roberts, CEO of PortfolioMetrix UK comments: “We have introduced these new options in response to feedback from our adviser partner firms. One of the major benefits of PortfolioMetrix is the ability to provide highly customised portfolios that are quick and easy to establish for individual clients. For example, many of our clients own buy-to-let property so they will benefit from a tilted asset allocation excluding listed property. The feature we’ve added makes this possible to achieve with one click.”

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