Institutional pricing
Fairstone leverages its £20bn+ buying power to provide institutional-grade investment solutions at a lower cost, passing 100% of the savings directly to clients.
Fairstone Pure Passive is a globally diversified portfolio built entirely from passive, index-tracking funds. Designed for cost-conscious investors, it offers broad exposure to global stocks, bonds, and alternative markets, with ongoing guidance from Fairstone’s Asset Allocation Committee and strategic input from J.P. Morgan Asset Management.
Fairstone leverages its £20bn+ buying power to provide institutional-grade investment solutions at a lower cost, passing 100% of the savings directly to clients.
The portfolio is made up of passive funds, designed to track the market rather than outperform it, helping keep fees low.
Supported by J.P. Morgan Asset Management’s expertise, Fairstone ensures your portfolio benefits from market insights and a carefully structured asset allocation process.
The portfolio is aligned with your agreed risk level, ensuring it stays within your comfort zone while adapting to changing market conditions.
Our Model Portfolio Service offers a carefully constructed range of portfolios designed to suit a variety of risk profiles. While each portfolio is built using the same underlying investments, they differ in how those investments are weighted to meet specific risk targets. This means the core building blocks remain consistent, but the overall level of risk, ranging from cautious to adventurous, is tailored to meet different client needs.
It's important to speak with a financial adviser to ensure your chosen portfolio matches your personal goals and attitude to risk. Selecting the right level of risk is a key step in building a long-term investment strategy that works for you.
Explore the factsheets below to learn more about each portfolio's objectives, asset allocation, and performance data.
| Risk level: | 3 |
| Range: | Flagship |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.10% |
| Risk level: | 4 |
| Range: | Flagship |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.10% |
| Risk level: | 5 |
| Range: | Flagship |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.10% |
| Risk level: | 6 |
| Range: | Flagship |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.10% |
| Risk level: | 7 |
| Range: | Flagship |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.10% |
| Risk level: | 8 |
| Range: | Flagship |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.10% |
| Risk level: | 9 |
| Range: | Flagship |
| Investment Management Charge: (IMC) |
0.15% |
| Ongoing charge: (OCF) |
0.10% |
Portfolio Manager
Imogen Hambly is a Portfolio Manager at Fairstone with extensive expertise in investment research, portfolio construction, and financial planning. Since joining Fairstone in 2014, Imogen has been integral in developing and managing Fairstone’s investment strategies. She is a CFA Charterholder and holds the CFA’s Sustainable Investing Certificate, leading fund selection and research, ensuring that portfolios align with clients’ long-term goals in a client-focused, responsible manner.
Imogen Hambly is a Portfolio Manager at Fairstone with extensive expertise in investment research, portfolio construction, and financial planning. Since joining Fairstone in 2014, Imogen has been integral in developing and managing Fairstone’s investment strategies. She is a CFA Charterholder and holds the CFA’s Sustainable Investing Certificate, leading fund selection and research, ensuring that portfolios align with clients’ long-term goals in a client-focused, responsible manner.
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