Collective Investment Service: Advisory & Discretionary
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Access a wider range of investments than those feasible for most individual investors.
A diversified portfolio obtained through specialised collective funds across all asset classes.
Collective investments include Unit Trusts, OEICs (Open Ended Investment Companies) Investment Trusts and ETFs (Exchange Traded Funds).
These schemes are utilised by clients to deliver the objective of managing risk and are ideal for those starting to invest. However, there are many multi-million pound portfolios that are based on such forms of investment.
Collective investments are chosen based on past performance and continual updates through meetings with the fund management groups and their fund managers. Over the past decade collectives have grown to incorporate new asset classes and moved from basic equity classes to incorporate growth, income and high commitment portfolios. The managers have extensive research facilities and access to companies due to their large size and hence holdings in the portfolios. Through collectives an investor can access many of the ‘Star’ fund managers often seen in the media.
The management of the portfolios is exactly as for the Discretionary and Advisory portfolios, choosing funds instead of individual stocks. Greater care needs to be taken in ensuring the fund managers are managing their funds in accordance with the mandate given and that any changes are communicated with us. To this end we have built up an extensive list of contacts covering all our preferred investments and those products we may well incorporate in the future.
Our Aims;
- To develop a long term relationship
- To manage your investments in accordance with your short, medium and long term objectives
- To offer wealth management services throughout our relationship via our independent IFA division
Key Features of the Collective Investment service;
- The creation of a portfolio to match your requirements
- To ensure the portfolio changes with your lifestyle
- Nominee facility to ensure speedy and accurate portfolio management and settlement
- Regular Valuations and Reports
- Corporate Actions actioned on your behalf
- Capital Gains managed
- Increased product offering as markets develop
- Possibility of obtaining significant discounts on investment in these products
Risks
- The value of your investments and any income from them may go down and you may get back less than you originally invested.
- If you are unsure about the suitability of this service please contact us for advice.
Collective Investment Service
Access a wider range of investments than those feasible for most individual investors.
Disclaimer: You should be aware that the price and value of any investments and the income, if any, from them can fluctuate and may fall against your interests. You may get back less than the amount originally invested.
Information on past performance, where given, is not necessarily a guide to future performance. Exchange rate fluctuations may have an adverse effect on the value of financial instruments quoted in a currency other than your agreed settlement currency. The investment and services offered may not be suitable for all investors. Investors with any doubts as to the merits of an investment should seek advice from a suitably qualified professional advisor. You should also be satisfied that the product is suitable for you in the light of your circumstances and financial position.If you are unsure about the suitability of an investment please contact us for advice.
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