CORE
Launched November 2018
The range consists of nine actively managed risk-rated model portfolios, that reflects the fund selection of the successful Portfolio Management Service.
A service that retains all the popular features of our tried and tested PMS, but with the administrative and operational benefits of discretionary management.
KEY FEATURES
- Current OCFs 0.34% – 0.58%
- Portfolio construction cap at 0.58% OCF*
- DFM charge of 0.2%
- Long term performance track record since 2008
- Very strong defensive characteristics
- Approximately 35 to 45 funds in each portfolio
- 4% maximum holding per active fund (excluding deposit and short dated bond funds)
- 8% maximum holding per passive fund
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