Monitored Investment Service
Under our Monitored Investment Service we recommend the most appropriate complete investment solution for your needs and review its performance annually.
The investment solutions will typically be a Multi-Manager fund but may include Absolute Return funds and investments offering guarantees.
Features & Benefits
- A complete solution where the investment manager has responsibility for investment selection and asset allocation
- Annual performance review of investment by Hulbert West
- Available for capital growth, regular income or ethical investment
- Available for defensive, cautious, balance, adventurous and aggressive investors
- Available for ISAs, general investment accounts, pensions and offshore bonds
What is a Multi-Manager Fund?
A Multi-Manager fund is an externally managed portfolio of funds offering investors a broadly diversified portfolio in one investment. A single investment fund, it invests in a portfolio of other Unit Trusts (UT) or Open-Ended Investment Company (OEIC) collective funds. Managed by a highly skilled investment professional, performance and exposure to risk are constantly monitored and changes made as required.
Annual Reviews
However actively managed - and however good its recent performance - every investment still requires regular reviews to ensure it is performing appropriately.
On recommending an investment solution, we will provide a structured annual review of the fund. Using our investment process, we will review its performance against similar investments, the consistency of its performance and the rigour of its investment process.
This is an advisory service. On review, we may recommend a fund switch if we feel it is required. Subject to your acceptance we will then administer the switch on your behalf. We will not act without your permission.
For more information, or to discuss your investment needs, simply contact us.
Alternatively, our Managed Portfolio Service may be more suitable for your investment needs.