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Fixed interest portfolios

Looking for a better annual income for your client’s cash deposits? If your clients are worried that their savings aren’t keeping up with inflation, now could be a good time to consider fixed interest (or fixed income) investing.

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.

Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

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Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.