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Fairstone Multi-Instrument is an actively managed, in-house portfolio range designed for flexibility. It goes beyond traditional open-ended funds by incorporating direct investments in closed ended investment trusts, ETFs, and REITs.
A key advantage of this approach is the ability to capitalise on attractive discounts to NAV within the investment trust universe, while also gaining exposure to less-liquid asset classes such as micro-cap equities, property, infrastructure, and private equity, within a suitable structure. This combination delivers the sophistication of a bespoke discretionary portfolios, within a risk managed MPS solution which follows our in house asset allocation supported by J.P. Morgan.
Risk Level:
Range
Ongoing charge:
(OCF)
9
Specialist
0.63-0.74%
Risk Level:
Range
Ongoing charge:
(OCF)
8
Specialist
0.63-0.74%
Risk Level:
Range
Ongoing charge:
(OCF)
7
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)
4
Specialist
0.63-0.74%
Additional flexibility in wide use of investment trusts, ETFs and direct equities (REITs).
Strong long-term performance.
Utilising J.P. Morgan Asset Management, the world’s largest active asset manager, in macro economic insights supporting the asset allocation process.
Risk targeted so the portfolio will always align with your agreed risk parameters.
Harry Scargill is a Portfolio Manager for Fairstone Investment Management. Joining in 2021, Harry is the lead manager for the Fairstone Nova and Fairstone Multi Instrument model portfolio ranges and has a focus on fund selection and asset allocation within equities and alternatives. In 2020, he achieved the CISI Chartered Wealth Manager qualification and was recognised in Citywire Wealth Manager’s “Top 30 Under 30.”
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Harry Scargill is a Portfolio Manager for Fairstone Investment Management. Joining in 2021, Harry is the lead manager for the Fairstone Nova and Fairstone Multi Instrument model portfolio ranges and has a focus on fund selection and asset allocation within equities and alternatives. In 2020, he achieved the CISI Chartered Wealth Manager qualification and was recognised in Citywire Wealth Manager’s “Top 30 Under 30.”