Diversified investment approach
Utilises a mix of investment types, including investment trusts, ETFs, and direct equities, creating a flexible and diversified portfolio.
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.
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.
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: | 4 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.63-0.74% |
| Risk level: | 5 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.63-0.74% |
| Risk level: | 6 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.63-0.74% |
| Risk level: | 7 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.63-0.74% |
| Risk level: | 8 |
| Range: | Specialist |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.63-0.74% |
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.”
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