Spectrum Plus 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 in line with a cash plus target with a consistent level of volatility whilst minimising drawdown.
 
Investment process
 
The process behind our range of Spectrum Plus portfolios uses a combination of passive and active management. We hold half of the portfolio in a core allocation of UK equities and gilts and apply an element of active management to a portion of this through a risk on and risk off approach. The other half of the portfolio is allocated 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 in line with cash plus targets
  • 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
 
Spectrum Indigo Plus
 
Return target ; Cash + 4.0%* per annum over rolling three year periods (gross of charges).
Volatility target ;
Between 3.5% and 6.5% per annum over rolling three year periods.​

 ​

​Spectrum Green Plus
 
Return target ;
Cash + 5.0%* per annum over rolling three year periods (gross of charges).
Volatility target ;
Between 4.5% and 7.5% per annum over rolling three year periods.


Spectrum Orange Plus
 
Return target ; Cash + 6.0%* per annum over rolling three year periods (gross of charges).
Volatility target ; Between 6.0% and 9.0% per annum over rolling three year periods.


*Cash as measured by 6 month LIBOR

 Availability
 
Our Spectrum Plus portfolios are available on a range of different platforms that include;
 
Standard Life 
Nucleus
Raymond James Investment Services
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 Spectrum Plus portfolios available to you.
 
 
 
 
Low cost
Low cost investing
Active risk management
Active risk management
Further information
 
For more info on how our Spectrum Plus 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