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Fairstone Powered by Vanguard is a passive, global multi asset portfolio range, managed in conjunction with Vanguard Asset Management, one of the world’s preeminent and largest asset management firms.
The range’s asset allocation is determined by Vanguard’s Capital Markets and Asset Allocation models, which provide a blend of shorter (10 years) and longer (30 years) term thinking. The portfolios are populated with Vanguard’s passive indexing strategies across equities and fixed income, ensuring low costs across the board.
Risk Level:
Range
Ongoing charge:
(OCF)
8
Partner
0.08-0.09%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Partner
0.08-0.09%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Partner
0.08-0.09%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Partner
0.08-0.09%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Partner
0.08-0.09%
Risk Level:
Range
Ongoing charge:
(OCF)
3
Partner
0.08-0.09%
Utilises the full institutional capabilities of Vanguard’s global Capital Markets and Asset Allocation models to provide a robust, forward looking asset allocation which takes valuation into account, unlike the LifeStrategy range.
Leverages Fairstone’s scale to access institutional pricing on our clients’ behalf not normally available to retail investors. All savings are passed fully on to the end client.
Risk targeted so the portfolio will always align with your agreed risk parameters.