Model Portfolios

Please review the document below as it gives you further information in relation to the Asset Allocation Strategies we adopt for the Model Portfolios, as well as up to date performance data and our most up to date Market Commentary. The model portfolios are not the starting point and all clients will have bespoke portfolios built for them if they have strong views on certain assets and sectors of the international market. What the document below gives though is a useful guide on the asset management philosophy and structures that we use for private clients and provides a good indication as to what returns we have achieved historically.

Remember though, that as we are Asset Management focussed IFA's and not Stockbrokers, we are managers of managers, so we always work for you to ensure that the portfolio of funds we use in the underlying strategies is always using market leading funds, on market leading terms and not investing in assets that we consider Toxic.

We work for you and are answerable to you and we always remember that in everything we do.

April 2012 Model Portfolio