Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Fairstone Multi Instrument

Inception date: 01/01/2018

Our Multi Instrument MPS

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.

Fairstone Multi Instrument Factsheets

Fairstone Multi Instrument 9

Risk Level:

Range

Ongoing charge:
(OCF)

9

Specialist

0.63-0.74%

Fairstone Multi Instrument 8

Risk Level:

Range

Ongoing charge:
(OCF)

8

Specialist

0.63-0.74%

Fairstone Multi Instrument 7

Risk Level:

Range

Ongoing charge:
(OCF)

7

Specialist

0.63-0.74%

Fairstone Multi Instrument 6

Risk Level:

Range

Ongoing charge:
(OCF)

5

Specialist

0.63-0.74%

Fairstone Multi Instrument 5

Risk Level:

Range

Ongoing charge:
(OCF)

5

Specialist

0.63-0.74%

Fairstone Multi Instrument 4

Risk Level:

Range

Ongoing charge:
(OCF)

4

Specialist

0.63-0.74%

Fairstone Multi Instrument MPS Manager

Harry Scargill

Portfolio Manager

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.”

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.”

Expand your Investment Knowledge

Gain deeper insights into investment principles, portfolio construction, and comprehensive product education to enhance your knowledge.