Spectrum

Emphasising key themes in diversified, resilient portfolios.

Strategy Summary

The Spectrum investment strategies incorporate our investment views and asset allocation via a diversified portfolio of funds, designed to navigate a broad range of market environments. The strategy features a carefully curated combination of specialist fund managers, including a wide variety of exposures across regions, sectors and styles, emphasising the team’s highest conviction allocations. This differentiated approach positions investors to benefit from key themes and trends, while retaining a capital preservation mindset.

Ideal for Investors...

  • seeking a robust approach designed to navigate a wide range of market environments
  • who favour the resilience of a highly diversified, truly global portfolio of funds
  • seeking access to key themes and trends in a ‘sleep at night’ style
  • who prefer a balance of underlying investment styles including value, quality and growth

Requirements

Minimum Investment: £250,000
Currencies: GBP, USD, EUR
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Key contacts

Sean Mills

Sean Mills

Senior Portfolio Manager
Helen Jones

Helen Jones

Business Development Manager

Spectrum

The Spectrum investment strategies incorporate our investment views and asset allocation via a diversified portfolio of funds, designed to navigate a broad range of market environments. The strategy features a carefully curated combination of specialist fund managers, including a wide variety of exposures across regions, sectors and styles, emphasising the team’s highest conviction allocations. This differentiated approach positions investors to benefit from key themes and trends, while retaining a capital preservation mindset.

Ideal for Investors...

  • seeking a robust approach designed to navigate a wide range of market environments
  • who favour the resilience of a highly diversified, truly global portfolio of funds
  • seeking access to key themes and trends in a ‘sleep at night’ style
  • who prefer a balance of underlying investment styles including value, quality and growth

Requirements

Minimum Investment: £250,000
Currencies: GBP, USD, EUR
UNPRI Logo

Key contacts

Sean Mills

Sean Mills

Senior Portfolio Manager
Helen Jones

Helen Jones

Business Development Manager