Those opting to take part in the Master Portfolio Service will allow Cambridge Investments to use model asset portfolios as the setting for the selection of ‘best of breed’ funds, which are subject to regular scrutiny by the Discretionary Fund Managers Investment Committee.
Following selection, individual portfolio fund constituents are kept under continuous review backed up by the quarterly Investment Management Committee oversight. Re-balancing as required takes place every six months for the client in accordance with their initial objectives to ensure the client’s chosen asset allocation is maintained throughout the duration of the investment.
Each client will receive a report on the performance of their portfolio every six months with commentary related to the underlying funds and market overview. The service comes with an annual management charge of 1.5% plus VAT. Fees are collected monthly from the value of the portfolios and there are a range of commission options available for advisers.
The new service joins Cambridge’s highly successful Premier Bespoke Discretionary Service, available for clients with portfolios in excess of £200k and requiring a bespoke and hands-on approach to investment management, in association with their financial adviser.
Christopher Gough-Goodman, Managing Director of Cambridge Investments Ltd, commented:
“Cambridge Investments is delighted to be launching our brand new Master Portfolio Service for those clients who recognise the value of discretionary investment management but do not require a bespoke service. This service allows those with smaller portfolios to take advantage of our expertise as we invest in a range of specially constructed portfolios of funds.
"As always, Cambridge has the client’s best interests at the heart of all our investment decisions and this new service is no different. It will ensure there is a match between investment objectives and the individual’s attitude towards risk. The process is designed to keep on top of the investments and the client continues to benefit from our experience and expertise in this area.
"We believe this service will be appropriate for a significant number of clients looking to maximise their investment portfolio through the use of quality discretionary investment management.”
For more information on Cambridge Investments Ltd, visit: www.cambridgeinvestments.co.uk
Cambridge Investments Ltd is part of the Perspective Financial Group Ltd which is committed to raising the standard of investment advice and financial planning, and delivering a leading service to their clients.
