Research

We build our portfolios based on rigorous fund research. However, our focus is on collective investments rather than individual stocks which we believe offer investors a more diversified management solution.

Portfolios can include gilts, corporate bonds, unit trusts, investment bonds and unlisted investments.

Our research facility requires investments to go through a series of “filters” before we recommend them. These filters include:

  • Performance history
  • Stock volatility
  • Management charges
  • Management track record

Interested? Contact us here.