We know every client is different when it comes to their financial goals. Whether this is your risk appetite, the amount you want to invest or your stage in life we have the right portfolio for you to choose from. Truly Asset Management manages a range of investment solutions each with its own pre-determined investment objective and risk profile. Each investment solution is managed on a discretionary basis with the aim of meeting its stated objective. Some of these include:
Managed Portfolio Service
MPS is an equity-banded solution. It is suitable for an investor seeking to maintain their capital, however also prepared to accept a lower investment return than equity markets over the longer term in exchange for trying to minimise potential losses. They accept that the portfolio will be subject to fluctuations in value to achieve over the medium-to-longer term.
Environmental, Social, Governance
ESG is a socially responsible equity based model portfolio suitable for an investor seeking to make investment decisions based on strong ethical values, while also looking to achieve an element of capital growth over the longer term. Portfolio investments are screened and scored for positive and negative ESG traits referencing the MSCI ESG rating methodology.
Our range of Safety First Portfolios aim to provide volatility-targeted returns for clients and deliver a smoother investment journey, seeking to protect their wealth from market lows and turbulence. We can achieve this through using active asset allocation during periods of particularly high market stress and uncertainty, which can improve risk-adjusted performance.