Platforms

With the Retail Distribution Review fast approaching, advisers are increasingly using platforms to streamline their business. We work with a variety of different platforms, so you can now offer Investec’s unrivalled expertise and fund management performance to a broader range of clients. Together we can now provide access to six risk-adjusted discretionary managed model portfolios:

Portfolio 1 – Defensive

We would expect this portfolio to be the least volatile of our range. It is suitable for clients where capital preservation and modest levels of risk are important. It features a higher weighting of government and investment grade bonds, along with more moderate positions in equities and other asset classes. The income yield could be expected to be high.

Portfolio 5 – Growth (Growth with Medium Risk)

We would expect this portfolio to have increasing levels of volatility. It is also suitable for clients where capital preservation is not a concern and where medium to higher risk is acceptable. It features a balanced blend of equity funds and to a lesser degree bonds. These are supplemented, where appropriate, by positions in other asset classes such as hedge funds and commercial property. The income yield could be expected to be lower.