We offer a range of investment solutions to cater for a wide range of clients’ needs.
The Compass Portfolios
The Compass Portfolios (sometimes referred to as ‘managed solutions’) are managed by our experienced portfolio managers, who take care of both fund selection and asset allocation on your behalf. This enables you to spend more time on your clients’ financial planning needs.
Our Researched Range brings together the expertise of leading global fund managers from well-known high quality asset management brands. The range offers you and your clients funds across all the major asset classes and geographical regions at attractive prices. The funds and fund managers in this range are constantly monitored by our experts to ensure they perform as expected and continue to meet our high standards. You can use these funds to build your own portfolios so that you manage the asset allocation while outsourcing manager research to us.
For investors who would prefer a broader choice of investments, our SelfSelect range gives you access to hundreds of funds from leading fund groups. The range is continually enhanced to ensure it provides plenty of choice.