Portfolio Management Services
We believe being different is good, but being diversified is even better
When you invest in one of our Fully-Managed Investment Portfolios, our expert in-house team spread your investments across thousands of global holdings. Our access to a global team of experts with thousands of holdings allows us to blend multi-asset investment strategies and create unique opportunities for growth. We’ll assess your personal circumstance and attitude to risk to offer you a suitable Fully-Managed Investment Portfolio Service.
OUR HAND-PICKED MODEL PORTFOLIOS
Your investments, fully managed and at your fingertips
At Aspect Financials, we offer three different risk portfolios to ensure everyone who invests with us feels comfortable and has a risk level to suit their investment goals and experience. Our investment team decide which type of assets will be included in each portfolio from the core asset classes i.e. Bonds, Equities, Cash and Property. The amount of each asset type included in each portfolio is based on targeted risk levels.
We use passive index funds for our investments. Compared to the more popular ETF funds, passive index funds are easier to use, simpler to manage and offer a competitive pricing structure.
BUILD YOUR FUTURE
The benefits of investing…
Investing your money could help your money grow, but it does carry more risk than cash savings. You need to be comfortable with the ups and downs of investments. To help, Aspect Financials offer a range of investment options with different levels of risk. Please remember that the value of your investment could go down as well as up and you could receive back less than you invested.