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Portfolio Management Service

The Whitechurch Portfolio Management Service offers exposure to a range of eleven risk rated investment strategies. It is suitable for investors looking to invest a lump sum, invest monthly or transfer from another investment provider.

Defaqto MPS

Key points

  • Each strategy is tailored to meet specific objectives using a range of collective investments. This can include Unit Trusts, Open Ended Investment Companies (OEICs), Investment Trusts and Exchange Traded Products (ETPs).
  • Portfolios will be diversified across investment markets and asset classes. Key constituents will typically include equity funds, bond funds, property funds, alternative funds and money market instruments.
  • The Whitechurch Investment Team has access to top fund managers. This provides exposure to experts in each area of the investment process and helps the team identify emerging trends early.
  • Independence - Whitechurch has no in-house funds and is not affiliated with any other institution.
  • The service is purely fee based. Whitechurch will not receive commission from underlying investments.
  • Value - We will aim to invest in institutional share classes that have lower fees than funds usually available to retail investors.
  • The Whitechurch Portfolio Management Service can be held as a standalone investment and also within a wide range of tax wrappers to help minimise tax liabilities. It can be used to consolidate existing Individual Savings Account (ISA) portfolios, to invest within a Self-Invested Personal Pension (SIPP) and within offshore investment bonds. 

 


 

Whitechurch Dynamic Investment Strategies

The Whitechurch Dynamic Investment Strategies are low fee portfolios which focus on index tracking funds - to minimise costs. Up to 20% can be invested in active funds and the asset allocation is dynamically managed.

With just a 0.2% fee our Dynamic Portfolios are available on a range of popular platforms and the portfolios are risk rated by Dynamic Planner and have the Defaqto 5-star rating for MPS on platform.

Don't forget we also have our full range of both Prestige and PMS ethical options available on selected platforms!

Dynamic Planner


 

 Interested in finding out more?

>> Click here for the latest Monthly Portfolio Management performance update

>> Click here for the latest Portfolio Management performance

>>Click here for the latest PMS Factsheets

>> Click here for the Portfolio Management Service Brochure