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.
Target Return (rolling 5 year)
Dynamic Planner Rating
|CPI + 2%||4||4|
|CPI + 3%||5||5|
|CPI + 4%||6||6|
|CPI + 5%||7||7|
|3.5% Annual Yield (net)||5||4|
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