We have a range of eleven risk-rated asset tracker portfolios that can meet most client needs while keeping costs as low as possible.
Cost is an incredibly important factor in determining long-term net investment returns. Our expertly managed asset tracker portfolios cost just 0.1% on third-party platforms, and 0.08% on the P1 Platform.
Our asset tracker portfolios have been built around core holdings of UK equities, global equities and fixed income alongside alternatives providing strong diversification benefits.
HOW MUCH DOES THE ASSET TRACKER PORTFOLIO SERVICE COST?
0.1% on third-party platforms, and just 0.08% on the P1 Platform.
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The figures provided by the calculator illustrate the annual costs and potential savings of investing in a P1 Asset Tracker Portfolio compared to your current portfolio solution (note that it does not include the underlying fund or platform charges in the calculation).
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How Our Asset Tracker Portfolios Are Constructed
Portfolios have been built around core holdings of UK equities, global equities and fixed income alongside alternatives providing an element of diversification. The Strategic Asset Allocation should ensure that the portfolios remain appropriate for the targeted risk level. We will not take views on short-term market movements or themes, leaving the natural diversification and rebalancing process to balance the portfolio. The portfolios are not volatility or return-targeted.
While cost is a significant driver of our investment choice, there are many elements that are considered before an investment is included in a portfolio. Amongst others, these consist of, tracking error, replication method, bid/ offer spread and stock lending. These factors enable us to ensure that while an investment may be low cost, it is able to generate the returns expected, with all potential risks identified.
Our asset tracker portfolios have been constructed with a long-term time horizon from the outset, limiting the need for regular intervention. This will minimise transaction fees, as we will simply look to make changes to the portfolio for the purposes of rebalancing or where we feel that the cost of the transaction is outweighed by saving from an ongoing fee. Quarterly portfolio rebalancing enables us to ensure that the portfolio remains appropriate for the targeted risk level.
Where you can invest
