Diversified Portfolios Made Easy with Managed Investments

Rely on our team of investment management experts to meet a client’s investment objectives.

Managed Investment Portfolios Explained

Investing in a diverse range of asset classes can be made simple and accessible through managed portfolios. They can help you stay on track to achieve your long-term investment goals. Managing a portfolio of individual assets is often a time-consuming and labour-intensive task. This can prevent achieving consistently higher returns as well as making portfolio management less efficient. Opting for a managed portfolio is a wise choice. It means our experts do the heavy lifting and maximise returns, whilst balancing risk. Our experts also use specialist third party fund managers where a managed fund can add additional value to the portfolio. Choosing a managed portfolio frees up your time to focus on other things. Our investment experts tailor a range of diversified, ready-made investments to match the risk and investment amount.
We work to understand your requirements, no matter how complex. We can use our digital investment profiling tool to find the perfect solution for you. We offer a range of investment horizons for all risk levels.
A client’s managed account can benefit from a wide range of assets and specific investments, including mutual funds, exchange traded funds, hedge funds as well as direct equities and bonds.

Why opt for our managed investment solutions?

Your money managed by our experts
We have over 150+ years of collective investment management experience. Rest assured, our experts have the skills and judgement to guide your investment toward optimal returns.
A strong track record of returns
Our goal is to deliver optimal returns to our clients based on their risk profile. We measure our performance against a representative peer group. We do a similar assessment with our management fees to ensure returns are competitively charged.
Reporting
Our online portal gives you daily access to how your investment is performing. We also provide quarterly reports and direct access to a relationship manager to keep you informed.

Grow with an award winning company

Time in business

25+ years

Group employees

240+

Group clients

8,000+

AUA

USD 5bn

Our Core Strategy:

Creating more from Less

We invest in assets that consistently deliver greater value from ever fewer resources - this focus on productivity growth delivers superior investment performance that is sustainable for our clients, our communities and our environment.
Sustainable alpha

Sustaiability meets profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.
Performance

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
Impact

Understand the impact of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.

Our Core Strategy: Creating more from less

Sustainability meets
profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.

Understand the impact
of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.

What our clients say...

Boal & Co have a long-standing relationship with CIG with a number of our clients using them as their investment platform. We have always found them to be professional, knowledgeable, and efficient.

Boal & Co

From the start, Capital International Group understood our needs and offered a solution which they have been providing, with continual enhancements, ever since.  

GBPensions

Capital International is the easiest company I work with. They listen and pay attention to your needs. They are always responsive and proactive. I cannot recommend them enough.

Alconbury Trust

150+ years experience in managing client portfolios

Investment is the engine of prosperity and change.

For almost three decades we have been dedicated to making money work better, supporting governments, financial advisers, trustees and individuals to achieve their investment goals. Our team of highly qualified investment professionals have hundreds of years experience in managing investments, meeting client needs and delivering exceptional service. We are ever conscious of the trust you place in us and our responsibility to deliver for you.

David Long, Chief Investment Officer

Grow with an award winning company

Time in business

25+ years

Group Employees

200+

Group clients

8,000+

AUA

$5 billion+

Request a call with one of our specialists today