The information on the following pages are for professional intermediaries only.

Principal Investment Management

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We specialise in discretionary portfolio management

Managed Funds portfolios

From £50,000

Investment is solely through managed funds (eg unit trusts, investment trusts and OEICs), which provide diversified exposure to the markets in which they invest.

A Managed Funds portfolio typically has 15-20 Managed Funds. Asset allocation and exposure to funds depends on your attitude to risk and investment objectives.

Funds are selected using our rigorous investment selection process.

You portfolio can be specially tailored to suit your investment needs, including any ethical or other restrictions you wish to place on it.

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Latest Managed Funds investment update

To read the latest investment news from the team, please click here.

    Investing involves risk and the value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the original amount invested. Click for more information about the risks involved.