Our Portfolios
Three expertly managed portfolios designed to match different risk appetites. Choose the one that's right for your goals and timeline.
Cautious MPS
Designed to preserve capital while aiming for modest growth over the medium to long term. The portfolio is constructed to manage risk carefully, with a focus on stability and reduced volatility.
- Lower volatility than market average
- 28% allocation to bonds for stability
- Quarterly rebalancing by investment committee
Moderate MPS
Designed to deliver a blend of capital growth and income over the medium-to-long term. We invest in financial assets and seek to mitigate volatility through a diversified portfolio.
- Balanced risk/reward profile
- 67% equity allocation for growth
- Diversified across asset classes
Growth MPS
Designed to achieve long-term capital growth over a medium-to-long-term horizon. We invest in financial assets and seek to mitigate volatility through a diversified portfolio of closed and open-ended funds.
- Highest growth potential
- 83% equity allocation
- Global diversification
Cautious MPS
The Cautious portfolio is ideal for investors who prefer stability over higher potential returns. With a significant allocation to fixed income and lower-risk assets, this portfolio aims to protect your capital during market downturns while still participating in market growth. We achieve this through a diversified selection of closed and open-ended funds, with an emphasis on lower-risk asset classes. Our active management approach ensures that investments align with specific risk criteria while maintaining exposure across various asset classes, currencies and geographies. This portfolio is suitable for investors with a medium-term horizon (3-5 years), those approaching retirement, or anyone who prioritises sleeping well at night over maximising returns.
Performance
Q3 2025
+4.98%
Since Inception
+11.54%
Suitable for
- Investors approaching retirement
- Those with lower risk tolerance
- Medium-term investment timeframes
- First-time investors seeking stability
Asset Allocation
Underlying Funds
UK Equity
International Equity
Fixed Income
Alternatives
Cash