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:
- Unconstrained: Dynamic & DynamicESG Portfolio Ranges
- Market Plus: Tempo & BravoESG Systematic Portfolio Ranges
- Market Beta: Encore Portfolio Range
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.
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.