Model Portfolio Services

Low-cost, efficient ways to serve your clients. From ethical to asset tracker portfolios, we can help you meet your clients’ needs.

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Our Model Portfolio Service offers a range of carefully and professionally managed investments including Wealth Accumulator, Retirement Income, Asset Tracker and Ethical portfolios.

We maintain a panel of researched, approved and monitored investments. Our panel includes a range of potential holdings that can be used in different scenarios to exploit opportunities. Where we believe that active managers are unable to generate positive net relative returns, we will use passive investments. This removes an element of selection risk from the portfolio in addition to reducing the overall cost. The amount of passives held will vary depending on asset allocation, availability of appropriate investments and the relevant portfolio objective. Our expertly managed portfolios are available on the P1 Platform and third-party platforms.


Why choose our model portfolio service?


    The Growth Focused Portfolio won the Steady Growth Focus at CityWire Wealth Manager Investment Performance Awards 2019.

    Our award winning team are experts in investment management. From model portfolios to AIM and structured products, our team’s experience ensures you and your clients get the best service.

    Wealth Accumulator, Retirement Income, Ethical and Asset Tracker portfolios respectively 0.25%, 0.20% and 0.10% (0.8% on the P1 Plaform) for account values up to £1m, and 0.1% thereafter. We do not charge VAT.

    Portfolios with 5-year + performance data.

Wealth Accumulator & Retirement Income Portfolio Services

Our Wealth Accumulator and Retirement Income Portfolio Services provide a range of carefully and professionally managed investment portfolios spanning five risk levels with two core objectives, investment growth and investment income.

Asset Tracker Portfolio Service

We have a range of six risk rated passive portfolios that are able to meet the majority of clients needs whilst minimising cost. In addition we have our range of Responsible Passive, combining our approach to passive investment with our expertise in ethical and sustainable investment.

Ethical Portfolio Service

Our ethical and sustainable investing services include a range of managed portfolios, a range of passively invested Responsible portfolios and a bespoke service for those with more specific requirements.

Find and compare our services here

The P1 Investment Process

Research and building

We establish our portfolio objective and risk profile and determine where the portfolio will sit in our range.

Our strategic asset allocation is generated on a long term view, looking past 5 years.

Our tactical asset allocation is a shorter-term view, derived from our view on the global economy,  monetary and fiscal policies, valuations and currency.

We maintain a panel of researched investments, approved and monitored by our investment team. Where we believe that active managers are unable to generate positive net relative returns, we will use passive investments.

Appropriate investments are selected from the panel to meet the tactical asset allocation determined by the portfolio’s risk profile and objective. Tactical holdings are used when there is a perceived opportunity in the market, whilst ensuring the  investment will work well with other holdings within the portfolio.

All our model portfolios are subjected to a comprehensive quantitative risk analysis on a six monthly basis to highlight areas which could present a previously unforeseen risk.

Investments that have performed particularly well will become rebalanced downwards on a quarterly basis and for poorer performers, vice versa. Quarterly rebalancing ensures a portfolio does not become over concentrated in areas that have done well and realigns the portfolio fully with our most recent asset allocation decision.

Our model portfolio services are available

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“After deciding to outsource the management of the Perry Monroe portfolios, we spoke to seven different Investment Managers to understand how they could work with us in a collaborative approach to managing the portfolios. P1 stood out in a number of areas, they listened to us and the needs of our clients and had a very similar approach to Investment Management as ourselves. They offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.”