Helping you to plan for your future with a tailored investment plan
Helping you plan your finances to achieve the lifestyle you deserve
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Fairstone James Hambro offers an active, global multi-asset portfolio range designed for flexibility. It includes traditional open-ended funds, investments in closed-ended investment trusts, and ETFs (Exchange-Traded Funds). ETFs are funds that track a specific market index, and they can be bought or sold like stocks on the stock market. This approach combines the sophistication of custom-made portfolios with the structure of a managed portfolio service (MPS).
Risk Level:
Range
Ongoing charge:
(OCF)
3
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Partner
0.41-0.61%
Risk Level:
Range
Ongoing charge:
(OCF)
8
Partner
0.41-0.61%
Uses a broad spectrum of instruments, including investment trusts and ETFs, enabling more tactical allocation opportunities.
Managed by James Hambro’s experienced asset allocation and security selection teams.
Designed to capitalise on distinctive, high-conviction investment ideas across a wide array of asset classes.
Portfolios are aligned with your agreed risk level, ensuring investments remain within your comfort zone and adapt to changing market conditions.