Cost-effective active management
Custom ‘building block’ funds secure pricing discounts, passing 100% of the savings directly to clients.
Fairstone James Hambro offers an active, global multi-asset portfolio range designed for flexibility. The range is comprised of three James Hambro ‘Harrier’ building block funds: Global Equities, Fixed Income, and Diversified Strategies, all managed internally by James Hambro. These building block funds contain a mix of direct, listed line items and third-party funds, designed to offer a low-cost, flexible, and efficient actively managed solution. This approach combines the sophistication of custom-made portfolios with the structure of a managed portfolio service (MPS).
Custom ‘building block’ funds secure pricing discounts, passing 100% of the savings directly to clients.
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.
Our Model Portfolio Service offers a carefully constructed range of portfolios designed to suit a variety of risk profiles. While each portfolio is built using the same underlying investments, they differ in how those investments are weighted to meet specific risk targets. This means the core building blocks remain consistent, but the overall level of risk, ranging from cautious to adventurous, is tailored to meet different client needs.
It's important to speak with a financial adviser to ensure your chosen portfolio matches your personal goals and attitude to risk. Selecting the right level of risk is a key step in building a long-term investment strategy that works for you.
Explore the factsheets below to learn more about each portfolio's objectives, asset allocation, and performance data.
| Risk level: | 3 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.32-0.51% |
| Risk level: | 4 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.32-0.51% |
| Risk level: | 5 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.32-0.51% |
| Risk level: | 6 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.32-0.51% |
| Risk level: | 7 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.32-0.51% |
| Risk level: | 8 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.25% |
| Ongoing charge: (OCF) |
0.32-0.51% |
Gain deeper insights into investment principles, portfolio construction, and comprehensive product education to enhance your knowledge.
Investment Knowledge Hub