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.

Our unique combination of financial and legal services…

Encore portfolios

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.

What it is

  • Tracks key Global Asset Classes
  • Facts and figures-based
  • Aligned to the Progeny Systematic asset allocation
  • Competitively priced

What it is not

  • A faceless service
  • Emotion-led fund picking

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.

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, please contact us.

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.