We call our products and services ‘solutions’ because whatever a client’s investment needs, we have a solution that aims to ensure our investment strategy delivers the right outcome and helps clients achieve their financial objectives.
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.
Progeny Asset Management delivers an investment proposition that is unbiased across a broad product range. All of our solutions are built on the foundations of our Investment Principles.
Progeny Asset Management is not tied to any fund manager, bank or insurance company. This means that we deliver an investment proposition that is unbiased across a wide product range.
All our solutions are designed for clients who want to hand over the day-to-day management of their investments. We work alongside professional intermediaries to choose the right portfolios and services that are matched to clients’ objectives. Our experienced team understand the importance of bringing professionals together to achieve the best outcomes and have used this to create products with a focus on performance and costs, which can already demonstrate an impressive track record.
Our ability to respond to the investment climate has helped us to develop an adaptive offering and efficient, transparent processes that meet the demands and budget of today’s investor.
All PAM’s model solutions are built on the foundations of our Investment Principles. Using these building blocks, we’re able to offer clients a wide range of investment strategies which are risk-rated, and provide a style-agnostic approach:
We commissioned independent research to compare our Unconstrained and Market Plus performance between April 2017 and March 2021 which showed that our Dynamic range beat between 93% and 98% of the funds listed in the Morningstar UK Multi-Manager sector and the Tempo range beat between 67% and 94% (although the 30%-70% equity range was higher at 81% to 93%). These figures are on a risk-adjusted basis. (Note: the Tempo range did include some simulated and back-tested data).
We’ve also been innovative, developing the BravoESG portfolios which implement ESG credentials at the start of the investment process, being clear what investors will and won’t be invested in.
To complement our core offering, we’re able to provide tailored solutions for clients with more complex planning needs like managing CGT locked portfolios. This means we’re also able to trade in direct listed securities, which extends to AIM listed stocks, which form part of our AIM/IHT Service. Working alongside our legal and tax teams, Progeny also offers access to Family Investment Companies (FICs).
If you would like an independent review of an existing portfolio, our Portfolio Review Service provides an assessment to establish the level of risk taken, the performance achieved and the true costs incurred, suggesting improvements where necessary.
Contact the team today to find out more.
The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.
Investment in smaller companies can involve greater risk than investing in developed, more established markets. Above average price movements can be expected and the values of the investment may change suddenly. The promised payment of income and the return of capital could be in jeopardy in the event that the company has problems meeting its financial obligations. This service is for High-risk investors only.
Our portfolio review service is an independent evaluation of the investment strategy and performance of your current investment manager after costs, and how this compares to the industry generally.
This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.
Progeny is a trading style of The Progeny Group Limited and is used by various companies within the Progeny group of companies. The Progeny Group Limited is a limited company registered in England and Wales with number 09276612. The company’s registered address is 1A Tower Square, Leeds, LS1 4DL.
Progeny is also a trading style of Progeny Asset Management Limited and is used by various companies within the Progeny group of companies. Progeny Asset Management Limited is a limited company registered in England and Wales with number 09415365. The company’s registered address is Progeny, 1A Tower Square, Leeds, LS1 4DL. Progeny Asset Management Limited is authorised and regulated by the Financial Conduct Authority (No. 740528).
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
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