Select Portfolios are only available through a registered Independent Financial Adviser (IFA). The content of this page is for information purposes only and
under no circumstances should it be considered as investment advice. Past performance is not a reliable indicator of future performance and you may
not get back the amount you originally invested. If you are in doubt about any of the information contained herein you should contact your IFA.
  
 
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Objective
 
To generate positive growth for investors whilst minimising cost and reducing market volatility and drawdown.
 
Investment process
 
The process behind our range of Select DFM portfolios uses a combination of passive and active management. We passively allocate to major asset classes such as gilts, corporate bonds and equities and apply an element of active management to a portion of this through a risk on and risk off approach. In addition to this we also use a small allocation to our absolute return funds to add an extra degree of risk management, diversification and drawdown protection.
 
Distinguishing features & benefits
 
  • Offers a truly different and unique approach to portfolio management
  • Designed to deliver returns above industry benchmarks
  • Use of passive index tracking funds means lower costs & improved returns
  • Multi-asset approach delivers a diversified portfolio
  • Active risk management to reduce volatility and drawdown
  • The use of our Spectrum absolute return funds & cash adds further risk controls
  • Range of portfolios can be mapped to risk profiling tools to meet suitability requirements

The portfolios
 
Select Portfolio 1 - Benchmark ; ARC Sterling Cautious PCI
Select Portfolio 2 - Benchmark ; ARC Sterling Cautious PCI
Select Portfolio 3 - Benchmark ; ARC Sterling Cautious PCI
Select Portfolio 4 - Benchmark ; ARC Sterling Balanced PCI
Select Portfolio 5 - Benchmark ; ARC Sterling Balanced PCI
Select Portfolio 6 - Benchmark ; ARC Sterling Balanced PCI
Select Portfolio 7 - Benchmark ; ARC Sterling Steady Growth PCI
Select Portfolio 8 - Benchmark ; ARC Sterling Steady Growth PCI
Select Portfolio 9 - Benchmark ; ARC Sterling Equity Risk PCI
Select Portfolio 10 - Benchmark ; ARC Sterling Equity Risk PCI
 
Availability
 
Our Select portfolios are available on a range of different platforms that include;
 
Axa
Novia
Nucleus
Parmenion
Raymond James Investment Services
Standard Life
Transact
 
If your platform of choice is not listed, we are more than happy to work with other platform providers in order to make our Select portfolios available to you.
Latest portfolio factsheets
  

> Select Portfolio 1 
> Select Portfolio 2 
> Select Portfolio 3 
> Select Portfolio 4 
> Select Portfolio 5 
> Select Portfolio 6 
> Select Portfolio 7 
> Select Portfolio 8 
> Select Portfolio 9 
   > Select Portfolio 10 
Low cost
Low cost investing
Active risk management
Active risk management
Further information
 
For more info on how our Select portfolios are managed and how they can help you and your clients, please contact either;
 
Stacey Ash
E-mail ; [email protected]
Tel ; 01283 210977
 
Craig Stansfield
E-mail ; [email protected]
Tel ; 02476 236223