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Call us for further information on:
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0116 240 4402
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or alternatively email us at:
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ifa@greyfriars.co.uk
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We offer a unique Investment Management Service which actively compares the performance of a client’s investment portfolio against a benchmark which we have christened “Copia” after the Roman Goddess of Plenty.
Our clients are, typically, individuals, Trustees and pension schemes. Our mandate is to produce capital growth from a largely equity based portfolio.
The benchmark utilises the Association of Private Client Investment Managers and Stockbrokers asset allocation model for a UK based investor looking for capital growth. This suggests 60% of any portfolio should be exposed to UK Equities, 30% to International Equities and 10% to Fixed Interest Securities.
Converting this using the Unit Trust sector averages in each case we produce our benchmark.
This benchmark proves to be a hard task master with performance consistently beating the Unit Trust active managed sector average from a lower volatility. However, for most clients, over most time periods, we tend to do better than the benchmark, even after our fees are taken into account.
Our management process concentrates on the Open-Ended Investment Company sector and looks to identify funds with a scaleable, repeatable investment process which consistently out perform the market place as a whole.
By over-weighting areas that we prefer against market areas we feel less comfortable about, and by selecting funds which we believe will do well compared to the sector as a whole, we are able to produce excellent performance.
Apart from adding value, we also take all paperwork off our clients and provide them with four valuations a year, at least one meeting to discuss progress and all relevant Income and Capital Gains Tax information at the end of the tax year.
We charge an initial responsibility of 3% of the amount of any portfolio passed to us with an annual management fee of 1% per annum, all subject to VAT. Any commission available to us in the management of the portfolio is applied for the benefit of clients.
A minimum quarterly fee of £100 per annum (which equates to a portfolio the size of £40,000) is payable.
The value of investments made and the income derived therefrom can fall in value as well as rise and no guarantees can be made about future performance.
Graph to show the Total Return, Bid to Bid Line Chart Over 60 Months (from 07 Apr 2003 to 07 Apr 2008), of FTSE APCIMS Growth Portfolio Index and Copia Portfolio from Unit Trusts and OEIC's Universe.
Please click on the graph or here to view a larger PDF version.
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