Encore Portfolios

Our Encore Portfolios are a range of passive solutions designed to offer your clients cost-effective access to discretionary investment management services which allows them to diversify their risk whilst accessing a broad range of assets from the stock market.

Encore Portfolios

An innovative offering

Our Encore portfolio range is composed of risk-rated solutions that aim to track key global asset classes while adopting a whole-of-index approach to keep the costs lower. These are risk-mapped and comprise of unit trusts and open-ended investment companies that are all indexed trackers.

We have developed our innovative offering by being agile and responsive to our clients’ needs, alongside the uncertainty of market conditions. Too many investors pay for poor investment performance and sub-standard service. We’re here to show that there’s a better way to invest and make the most of balancing risk and return.

What it is
What it is not
Tracks key Global Asset Classes
A faceless service
Facts and figures-based
Emotion-led fund picking
Aligned to the Progeny Systematic asset allocation
Competitively priced

Our solutions

Our solutions are ideal for investors who would like to hand over the day-to-day management of their portfolio to experts because they offer the reassurance of a carefully selected portfolio of funds, across a broad spectrum of assets. Regular rebalancing ensures it stays on course over the long-term.

With all of our portfolios, investors can be secure in the knowledge that investments are being carefully looked after by our experienced asset management team. This service is an MPS solution matched using our selected risk profiling tool to ensure the most appropriate portfolio is selected to meet clients’ objectives, considering capacity to suffer losses and financial goals.

For more information on our Encore Portfolios

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Disclaimer

This section of our website is intended for professional intermediaries and should not be relied upon by retail investors. Please note that our portfolios are generally not directly available to retail clients without the recommendation of a financial adviser.

Encore Portfolios

Factsheet – 30

Factsheet: Encore Portfolio 30

Factsheet – 40

Factsheet: Encore Portfolio 40

Factsheet – 50

Factsheet: Encore Portfolio 50

Factsheet – 60

Factsheet: Encore Portfolio 60

Important to note

Past performance is no guarantee of future performance.

The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.

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