Preservation Portfolios

Which portfolio is right for me?

  • Defensive

    A low-risk strategy with the aim of achieving some capital growth over the short to medium term with below average volatility.

    To view our performance, why not find out more…

    USD EUR

    GBP Factsheet

  • Balanced

    A moderate risk strategy seeking to protect clients from inflation with the aim of achieving medium to long term capital growth.

    To view our performance, why not find out more…

    USD EUR

    GBP Factsheet

  • Growth

    A moderate to high risk strategy with the aim of maximising total return over the longer term, targeting capital growth with some capital protection.

    To view our performance, why not find out more…

    USD EUR

    GBP Factsheet

Our portfolios are:

  • Available in multiple currencies.

    Select the base currency of your globally diversified portfolio in GBP, USD or EUR.

  • Automatically rebalanced with dividends reinvested.

    We use investment platforms to trade and provide custody of your assets. Your portfolio is automatically rebalanced with your dividends reinvested, earning you more.

  • Integrated with Environmental, Social & Governance principles.

    All assets have gone through a rigorous selection process reviewing environmental, social and governance (ESG) factors at the early stages of fund selection.

  • Benchmark agnostic

    We are unconstrained in our approach. We do not hug arbitrary benchmarks or allocate assets in pre-determined proportions based on outdated, rigid practises. Our portfolios are developed through a rules-based, global multi-asset approach.