Introducing the Cazenove Capital Model Portfolio Service

Introducing the Cazenove Capital Model Portfolio Service

We are pleased to announce that the Cazenove Capital Model Portfolio Service is now mapped to the FinaMetrica risk tolerance scores. The portfolio is managed by Steven Rooke and his team.

The Model Portfolio Service is a discretionary investment management service that consists of a suite of risk-profiled portfolios, each aiming to deliver strong risk-adjusted returns.

This service is for advisers looking to outsource investment management in a platform environment, servicing clients who may not need a bespoke service as it would not be cost-effective.

Cazenove Capital is focused on preserving and growing the value of your clients' wealth after inflation, in a tax and cost-efficient manner. Their investment philosophy is underpinned by two key factors: an understanding of the business cycle and its impact on different asset classes and underlying investments, as well as a strong belief in the merits of diversification.

Key features:

  • Portfolios consist of unit trusts, OEICs, ETFs and investment trusts
  • Active/passive models available
  • Available through third party platforms
  • Optional additional regular contribution of £500 per month
  • Annual Management Charge of 0.30% ex VAT
  • Competitive ongoing charges on underlying holdings
  • Regular rebalancing
  • Available in a range of tax-efficient wrappers such as ISAs

Posted: 22/11/2018 10:12:48 AM by FinaMetrica Pty Limited