Expertise at your fingertips
Backed by RBC Brewin Dolphin’s extensive experience in asset allocation and security selection.
Fairstone Brewin Dolphin offers an actively managed, multi-asset global portfolio range in partnership with RBC Brewin Dolphin. Designed to outperform the market, it invests across a variety of asset types, leveraging expert market insights to create tailored investment opportunities.
Backed by RBC Brewin Dolphin’s extensive experience in asset allocation and security selection.
Custom ‘building block’ funds secure pricing discounts, passing 100% of the savings directly to clients.
The portfolio structure is designed to reduce exposure to Capital Gains Tax, helping you retain more of your returns.
Tailored to stay within your agreed risk parameters, with adjustments made as needed to align with 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: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.37-0.42% |
| Risk level: | 4 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.37-0.42% |
| Risk level: | 5 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.37-0.42% |
| Risk level: | 6 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.37-0.42% |
| Risk level: | 7 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.37-0.42% |
| Risk level: | 8 |
| Range: | Partner |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.37-0.42% |
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