Cazenove launches model portfolio range

Added 4th July 2016

Cazenove Capital has launched a range of six, risk-rated model portfolios in a bid to expand its service offering to the IFA community.

Cazenove launches model portfolio range

Prior to the launch of the portfolios, Cazenove provided and continues to provide a range of discretionary fund management services to advisers, including taxed portfolios and ISAs, personal pensions, offshore bonds and an inheritance tax portfolio services.

Initially available on Standard Life’s wrap platform and rated by Distribution Technology, the six funds will be actively managed according to Cazenove’s multi-asset investment process but have a minimum investment of £50,000.

According to Cazenove, the cautious model will have a risk rating of 3, the balanced and balanced income models have a risk rating of 4, with the growth, aggressive and equity risk portfolios have risk ratings of 5, 6 and 7 respectively.

Strategic Asset Allocation
  Equities % Fixed income % Alternatives %  Cash %
Cautious 25 38 29 8
Balanced 44 24 27 5
Balanced income 47 22 27 4
Growth 65 14 18 3
Aggressive 79 6 13 2
Equity Risk 90 0 8 2

 

 

 

 

 

 

 

 

Nick Georgiadis, head of DFM at Cazenove said the range was a natural extension of the firm’s relationship with the IFA community, adding: “We value our long-standing relationship with IFAs and are delighted to be launching a model portfolio service allowing more of their clients access to our investment capabilities.

 

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Geoff Candy

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Geoff Candy joined Portfolio Adviser as News Editor in May 2014. He has been a financial journalist and broadcaster since 2005 and, in that time has worked in both South Africa and the Netherlands, covering everything from high street retailers and construction companies to mining and insurance.

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