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?

Blackfinch Asset Management offer both model portfolios and unitised funds within our multi-asset Managed Portfolio Service (MPS) range. Financial advisers often ask us to outline the similarities and differences between the two  structures to help determine which option is best suited to their clients. Our product matrix provides an overview of what's on offer and we have a ‘Reasons Why’ document available, please click below to download.