Multi-Asset Funds and Managed Portfolio Service
Straightforward investment portfolios, with clear, understandable objectives
Our multi-asset portfolios are actively managed and globally diversified, available in either a unitised fund or MPS structure. All are aligned to Blackfinch’s environmental, social and governance (ESG) investment process. Their inflation-linked return targets mean they’re easier for clients to understand and to meet your Consumer Duty obligations.
Our portfolios are only available through advisers and on third party platforms. In addition to the five portfolios shown below, the table also includes our ‘Income’ option.
Portfolio Name | Target Return (rolling 5 year) | Dynamic Planner Rating | Defaqto rating |
Defensive | CPI +1% | 3 | 3 |
Cautious | CPI + 2% | 4 | 4 |
Balanced | CPI + 3% | 5 | 5 |
Growth | CPI + 4% | 6 | 6 |
Enhanced Growth | CPI + 5% | 7 | 7 |
Income | 3.5% Annual Yield (net) | 5 | 4 |
Adviser Benefits
- Risk reduction: Comprehensive screening and investment selection process
- ESG focused: Entire range benefits from our internal and external ESG screening process
- Inflation-linked returns: Ensure relevant, relatable and clear performance targets for clients
- Business efficiency: Target returns measured by inflation help with cash-flow forecasting
- Placing Advisers front and centre: All literature can be co-branded or white-labelled
- Flexible approach: Portfolios available as MPS models and unitised funds
Client Benefits
- Active management: Daily monitoring to capture upside potential and protect capital
- Clear objectives: Targeting inflation-linked returns, relevant and understandable
- Risk management: Through regulated, globally diversified, multi-asset investments
- Wide-ranging availability: Can be held within a range of tax-efficient wrappers and general investment accounts (GIAs) with no minimum investment amounts
- Liquidity: Fully liquid portfolios
- ESG focused: Reassurance that their investment is aiming for a positive impact
Ready to set up an outsourced solution for your advisory firm?
Talk to our team about your strategy for now and the future, and we'll look at how we can best support you in your journey