Blackfinch Group

Investment Solutions

Offering a range of solutions to best fit your clients

Adaptation Funds

Our four multi-asset unit trusts can address clients’ ESG concerns and have recently been awarded 4 Diamond Rating by Defaqto. They’re also structured to meet ongoing requirements for diversification. They include an Income fund with an income target of a net 3.5% p.a., and three funds with a minimum Consumer Price Index (CPI) plus total return target.

Managed Portfolio Service

The Managed Portfolio Service includes five portfolios to select from. All contain investments actively managed by Blackfinch Investments Limited. These are global and diversified in nature through collective investment schemes. We ensure that all investments remain aligned with our ESG policy.

Models or Funds?

Advisers and clients can work together to determine which portfolio is right for the client’s financial aims and risk profile. Our product matrix provides an overview of what’s on offer, and a way to easily compare solutions.

Download the Product Matrix here