Offering stability to your clients
Fixed interest investing can be a valuable tool for diversifying your client’s portfolio, potentially offering a more reliable route to beating inflation. We currently have two fixed income services for you to choose from: our Fixed Interest Portfolio Service and Gilt Portfolio Service.
Our dedicated investment committee have been running fixed interest portfolios for many years with a tried and tested investment philosophy. Their insight, bolstered by our robust in-house tools, help you and your clients minimise risk while maximising opportunity.
Why choose our fixed interest portfolios
Consistent
We work hard to create predictable returns and mitigate risk for your clients
Global
Help your clients take advantage of opportunities around the world
Insightful
Benefit from our extensive research and experience in fixed interest markets
Fixed Interest Portfolio Service
This proactively managed discretionary service aims to provide a net return of 5% per annum, to help counter the threat of inflation. Our suggested time horizon for clients in this strategy is medium term (five years or more).
The service invests in a broadly balanced range of fixed income funds, including government, corporate and international bonds. We use six outstanding specialist Fund Managers, several of whom we’ve invested with for many years.
Gilt Portfolio Service
If your client is looking for tax-efficient fixed income investing, our Gilt Portfolio Service may be a good choice. It’s a fully tailored discretionary portfolio service made up of UK short-dated gilts (government-issued fixed interest bonds), chosen to achieve a competitive return on your client’s investment.
Your clients’ money will be invested for a fixed term of at least two years, but possibly for longer, depending on their individual needs and timeframes. This service is highly flexible, as we directly select individual gilts that we consider attractive – rather than investing via funds.