Managed Portfolio Service

Succession Managed Portfolios

Risk managed investment solutions, all of which have a dynamic top-down asset allocation strategy implemented using low cost index trackers.

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Succession Managed Portfolios

Overview and factsheets

Our six managed portfolios employ our dynamic top-down asset allocation strategy, coupled with low-cost investment in carefully selected Exchange Traded Funds and index-tracking funds. This provides your clients with day-by-day stewardship of their money by investment professionals concentrating on the big picture, whilst you as the adviser retain full control of the client account and responsibility for the relationship.

Available on Succession platform

  • Providing the custodian and dealing service for your clients.
  • Minimum investment £10,000
PortfolioFactsheet
DefensiveFactsheet
CautiousFactsheet
BalancedFactsheet
GrowthFactsheet
AdventurousFactsheet
IncomeFactsheet


Our investment approach

Getting the big decisions right determines how much your clients make on their money. We take asset allocation decisions to choose whether to be in cash or property, equities or government bonds or in a mixture. Many asset managers charge investors for trying to choose the right shares but on average stock-picking managers do less well than just buying all the shares in the Index. We concentrate on the big picture and take long-term views about the likely performance of an asset. We do move more into cash if there is substantial economic and market disruption. If an asset class becomes unattractive we will sell it and if we cannot find enough attractive assets to buy because markets are difficult we will temporarily hold cash instead to avoid losses and preserve capital. Our investment universe covers a wide range of asset classes across all geographic regions. The asset allocation team constantly monitor each asset class to find the best investment opportunities around the world.

Each portfolio has a targeted level of risk and returns designed to cater for standard client risk profiles. The flexibility of the Succession investment platform means that the managed portfolios can be used for all or part of an investment portfolio. These portfolios aim to exploit the continually changing opportunities offered by different asset classes around the world. The dynamic asset allocation process combines long-term investment in assets most likely to meet your investor client’s needs, with shorter-term tactical decisions which can protect their assets in times of stress. We believe that index-tracking funds are the best way to access most asset classes. This is a good way to reduce investment management costs and improve returns to the investor. It removes individual stock risk and avoids underperforming active investment managers.

Request a call back

Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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