Helping you to plan for your future with a tailored investment plan
Helping you plan your finances to achieve the lifestyle you deserve
Speak to a team member now
Fairstone James Hambro is an active, global multi asset portfolio range designed for flexibility. It goes beyond traditional open-ended funds by incorporating direct investments in closed ended investment trusts and ETFs.
A key advantage of this approach is the ability to capitalise on attractive, idiosyncratic opportunites across asset classes and instrument types, and to get more granular exposure to ideas generated by the James Hambro management team.
This combination delivers the sophistication of a bespoke discretionary portfolios, within a risk managed MPS solution.
Risk Level:
Range
Ongoing charge:
(OCF)
8
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
3
Partner
0.41-0.61%
Access to James Hambro’s well resourced asset allocation and security selection teams.
Ability to utilise a more diverse range of instrument types (Investment Trusts, ETFs) and asset classes due to more flexible investment powers.
Risk targeted so the portfolio will always align with your agreed risk parameters.