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Fairstone Multi Instrument is an actively managed portfolio that includes investment trusts, ETFs, and REITs. It capitalises on discounts in investment trusts and provides exposure to small companies, property, and private equity. The portfolio blends a tailored approach with the risk management of a model portfolio service, backed by Fairstone’s asset allocation and J.P. Morgan Asset Management’s expertise.
Risk Level:
Range
Ongoing charge:
(OCF)
4
Specialist
0.63-0.74%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Specialist
0.63-0.74%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Specialist
0.63-0.74%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Specialist
0.63-0.74%
Risk Level:
Range
Ongoing charge:
(OCF)
8
Specialist
0.63-0.74%
Risk Level:
Range
Ongoing charge:
(OCF)
9
Specialist
0.63-0.74%
Utilises a mix of investment types, including investment trusts, ETFs, and direct equities, creating a flexible and diversified portfolio.
Leverages discounts to Net Asset Value (NAV) in investment trusts, capturing additional value.
Focused on generating capital growth across a variety of asset classes, with a long-term performance outlook.
Supported by J.P. Morgan’s global market insights, aiding in the asset allocation process.
Harry Scargill is a Portfolio Manager at Fairstone Investment Management, leading the Fairstone Nova and Fairstone Multi Instrument model portfolio ranges. He focuses on fund selection and asset allocation. In 2020, Harry earned the CISI Chartered Wealth Manager qualification and was named in Citywire Wealth Manager’s “Top 30 Under 30.”
Harry Scargill is a Portfolio Manager at Fairstone Investment Management, leading the Fairstone Nova and Fairstone Multi Instrument model portfolio ranges. He focuses on fund selection and asset allocation. In 2020, Harry earned the CISI Chartered Wealth Manager qualification and was named in Citywire Wealth Manager’s “Top 30 Under 30.”